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 | $99,840 | $105,859-5.7% | $90,160+10.7% | $147,584-32.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 18.69% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,547 | $4,126-62.5% | $3,318-53.4% | $4,876-68.3% |
| Participant deferral / active EE | $4,140 | $5,733-27.8% | $5,288-21.7% | $5,439-23.9% |
| Admin fee / account holder | $877 | $8,046-89.1% | $5,943-85.2% | $10,885-91.9% |