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 | $86,601 | $115,882-25.3% | $100,516-13.8% | $158,922-45.5% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.8pp | 82.0%-26.4pp |
| Annual return | 8.84% | 34.79%-26.0pp | 30.89%-22.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,345 | $4,103-67.2% | $3,418-60.6% | $4,761-71.8% |
| Participant deferral / active EE | $5,218 | $6,674-21.8% | $6,270-16.8% | $5,982-12.8% |
| Admin fee / account holder | $14,804 | $10,995+34.6% | $8,081+83.2% | $11,246+31.6% |