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 | $71,671 | $176,377-59.4% | $134,143-46.6% | $158,922-54.9% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 14.09% | 63.63%-49.5pp | 36.33%-22.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,129 | $5,040-18.1% | $3,704+11.5% | $4,761-13.3% |
| Participant deferral / active EE | $5,954 | $4,091+45.5% | $3,499+70.2% | $5,982-0.5% |
| Admin fee / account holder | $13,756 | $8,718+57.8% | $6,684+105.8% | $11,246+22.3% |