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 | $107,102 | $162,781-34.2% | $133,956-20.0% | $158,922-32.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 9.19% | 41.94%-32.8pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,012 | $4,975-79.7% | $3,919-74.2% | $4,761-78.7% |
| Participant deferral / active EE | $5,065 | $5,911-14.3% | $5,048+0.3% | $5,982-15.3% |
| Admin fee / account holder | $7,264 | $11,736-38.1% | $8,927-18.6% | $11,246-35.4% |