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 | $100,668 | $198,466-49.3% | $170,442-40.9% | $147,584-31.8% |
| Participation rate | 59.1% | 88.0%-28.9pp | 83.6%-24.5pp | 82.8%-23.7pp |
| Annual return | 11.80% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,349 | $6,184-62.0% | $5,433-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $5,039 | $5,629-10.5% | $4,939+2.0% | $5,439-7.3% |
| Admin fee / account holder | $3,747 | $16,852-77.8% | $13,880-73.0% | $10,885-65.6% |