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 | $164,096 | $192,717-14.9% | $142,449+15.2% | $139,434+17.7% |
| Participation rate | 60.0% | 81.5%-21.5pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 11.41% | 17.99%-6.6pp | 19.99%-8.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,816 | $5,806-34.3% | $4,847-21.3% | $4,751-19.7% |
| Participant deferral / active EE | $14,859 | $7,208+106.1% | $6,283+136.5% | $6,710+121.4% |
| Admin fee / account holder | $1,704 | $15,124-88.7% | $10,011-83.0% | $11,403-85.1% |