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 | $79,187 | $157,256-49.6% | $141,162-43.9% | $152,861-48.2% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.4%-28.6pp |
| Annual return | 22.42% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,038 | $5,261-23.2% | $4,735-14.7% | $4,762-15.2% |
| Participant deferral / active EE | $8,928 | $7,109+25.6% | $6,709+33.1% | $5,850+52.6% |
| Admin fee / account holder | $12,951 | $12,120+6.9% | $10,261+26.2% | $11,596+11.7% |