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 | $59,752 | $106,515-43.9% | $96,683-38.2% | $139,434-57.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.29% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,957 | $4,103-52.3% | $3,737-47.6% | $4,751-58.8% |
| Participant deferral / active EE | $6,553 | $5,454+20.1% | $4,878+34.3% | $6,710-2.3% |
| Admin fee / account holder | $14,959 | $7,877+89.9% | $6,730+122.3% | $11,403+31.2% |