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 | $106,394 | $201,259-47.1% | $184,200-42.2% | $145,959-27.1% |
| Participation rate | 68.8% | 87.5%-18.8pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 14.98% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,430 | $7,018-51.1% | $6,424-46.6% | $4,661-26.4% |
| Participant deferral / active EE | $6,851 | $9,806-30.1% | $9,132-25.0% | $6,689+2.4% |
| Admin fee / account holder | $2,603 | $16,372-84.1% | $13,907-81.3% | $13,398-80.6% |