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 7-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 | $107,524 | $124,425-13.6% | $112,040-4.0% | $137,256-21.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 17.76% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,040 | $3,411-40.2% | $2,954-31.0% | $4,156-50.9% |
| Participant deferral / active EE | $4,824 | $5,718-15.6% | $5,098-5.4% | $6,407-24.7% |
| Admin fee / account holder | $11,034 | $15,207-27.4% | $12,098-8.8% | $12,270-10.1% |