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 | $106,982 | $176,377-39.3% | $134,143-20.2% | $158,922-32.7% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 22.77% | 63.63%-40.9pp | 36.33%-13.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,937 | $5,040-41.7% | $3,704-20.7% | $4,761-38.3% |
| Participant deferral / active EE | $5,468 | $4,091+33.6% | $3,499+56.3% | $5,982-8.6% |
| Admin fee / account holder | $9,890 | $8,718+13.4% | $6,684+48.0% | $11,246-12.1% |