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 | $127,692 | $175,202-27.1% | $149,673-14.7% | $139,434-8.4% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 14.87% | 166.71%-151.8pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,501 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $3,152 | $6,519-51.6% | $5,680-44.5% | $6,710-53.0% |
| Admin fee / account holder | $1,942 | $16,150-88.0% | $13,210-85.3% | $11,403-83.0% |