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 | $99,726 | $142,405-30.0% | $115,157-13.4% | $152,861-34.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 14.30% | 41.48%-27.2pp | 35.60%-21.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,100 | $4,010-47.6% | $3,179-33.9% | $4,762-55.9% |
| Participant deferral / active EE | $5,631 | $5,164+9.0% | $4,168+35.1% | $5,850-3.8% |
| Admin fee / account holder | $834 | $8,462-90.1% | $7,088-88.2% | $11,596-92.8% |