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 | $100,644 | $181,894-44.7% | $156,549-35.7% | $273,961-63.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 19.05% | 30.74%-11.7pp | 32.23%-13.2pp | 41.45%-22.4pp |
| Employer contribution / active EE | $2,916 | $6,248-53.3% | $5,501-47.0% | $4,869-40.1% |
| Participant deferral / active EE | $3,529 | $5,550-36.4% | $4,871-27.6% | $5,287-33.3% |
| Admin fee / account holder | $2,490 | $15,559-84.0% | $13,027-80.9% | $10,132-75.4% |