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 | $68,159 | $226,064-69.8% | $182,532-62.7% | $152,861-55.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 17.91% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,663 | $4,978-46.5% | $4,076-34.7% | $4,762-44.1% |
| Participant deferral / active EE | $6,227 | $6,368-2.2% | $5,524+12.7% | $5,850+6.4% |
| Admin fee / account holder | $10,311 | $10,703-3.7% | $8,592+20.0% | $11,596-11.1% |