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 | $84,913 | $124,425-31.8% | $112,040-24.2% | $137,256-38.1% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 12.67% | 24.72%-12.0pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,751 | $3,411-48.7% | $2,954-40.7% | $4,156-57.9% |
| Participant deferral / active EE | $6,454 | $5,718+12.9% | $5,098+26.6% | $6,407+0.7% |
| Admin fee / account holder | $165,806 | $15,207+990.4% | $12,098+1270.5% | $12,270+1251.3% |