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 | $71,944 | $95,561-24.7% | $77,163-6.8% | $139,434-48.4% |
| Participation rate | 68.4% | 73.9%-5.5pp | 69.6%-1.2pp | 80.3%-11.9pp |
| Annual return | 15.27% | 54.92%-39.7pp | 37.87%-22.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,156 | $3,147+0.3% | $2,535+24.5% | $4,751-33.6% |
| Participant deferral / active EE | $6,922 | $4,624+49.7% | $3,833+80.6% | $6,710+3.2% |
| Admin fee / account holder | $633 | $8,295-92.4% | $5,472-88.4% | $11,403-94.4% |