See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,939 | $168,632-27.7% | $147,614-17.4% | $125,391-2.8% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 2.32% | 77.65%-75.3pp | 61.98%-59.7pp | 282.22%-279.9pp |
| Employer contribution / active EE | $2,819 | $6,252-54.9% | $5,564-49.3% | $4,866-42.1% |
| Participant deferral / active EE | $4,332 | $5,507-21.3% | $4,895-11.5% | $5,352-19.0% |
| Admin fee / account holder | $14,954 | $13,580+10.1% | $11,611+28.8% | $9,540+56.7% |