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 | $87,993 | $100,773-12.7% | $88,946-1.1% | $142,382-38.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 14.33% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,624 | $2,918-10.1% | $2,555+2.7% | $4,299-39.0% |
| Participant deferral / active EE | $6,875 | $5,230+31.4% | $4,581+50.1% | $6,507+5.7% |
| Admin fee / account holder | $11,509 | $9,693+18.7% | $8,261+39.3% | $12,624-8.8% |