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 | $112,919 | $179,726-37.2% | $156,263-27.7% | $142,382-20.7% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.9%-21.0pp | 80.1%-22.2pp |
| Annual return | 12.96% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,544 | $5,069-49.8% | $4,333-41.3% | $4,299-40.8% |
| Participant deferral / active EE | $3,584 | $6,956-48.5% | $6,158-41.8% | $6,507-44.9% |
| Admin fee / account holder | $13,087 | $17,272-24.2% | $14,255-8.2% | $12,624+3.7% |