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 | $103,964 | $177,572-41.5% | $154,803-32.8% | $142,382-27.0% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.1%-13.1pp | 80.1%-15.1pp |
| Annual return | 11.75% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,332 | $4,810-51.5% | $4,305-45.8% | $4,299-45.8% |
| Participant deferral / active EE | $5,682 | $6,272-9.4% | $5,540+2.5% | $6,507-12.7% |
| Admin fee / account holder | $103,166 | $16,786+514.6% | $14,329+620.0% | $12,624+717.2% |