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 | $77,141 | $97,044-20.5% | $83,333-7.4% | $135,375-43.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 11.40% | 12.31%-0.9pp | 10.63%+0.8pp | 519.73%-508.3pp |
| Employer contribution / active EE | $3,313 | $4,143-20.0% | $3,379-1.9% | $4,779-30.7% |
| Participant deferral / active EE | $13,325 | $5,964+123.4% | $5,565+139.4% | $5,609+137.6% |
| Admin fee / account holder | $1,838 | $8,380-78.1% | $7,510-75.5% | $10,827-83.0% |