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 | $106,408 | $112,729-5.6% | $98,716+7.8% | $137,256-22.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 14.25% | 38.48%-24.2pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,363 | $2,725-50.0% | $2,279-40.2% | $4,156-67.2% |
| Participant deferral / active EE | $3,320 | $4,640-28.4% | $4,048-18.0% | $6,407-48.2% |
| Admin fee / account holder | $1,938 | $10,129-80.9% | $8,703-77.7% | $12,270-84.2% |