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 | $122,514 | $228,332-46.3% | $185,823-34.1% | $158,922-22.9% |
| Participation rate | 69.6% | 82.3%-12.7pp | 78.0%-8.5pp | 82.0%-12.4pp |
| Annual return | 15.89% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,606 | $4,967-47.5% | $4,087-36.2% | $4,761-45.3% |
| Participant deferral / active EE | $6,078 | $6,415-5.2% | $5,632+7.9% | $5,982+1.6% |
| Admin fee / account holder | $4,746 | $11,864-60.0% | $9,500-50.0% | $11,246-57.8% |