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 | $114,718 | $176,812-35.1% | $146,665-21.8% | $167,490-31.5% |
| Participation rate | 68.2% | 83.6%-15.4pp | 80.1%-11.9pp | 82.1%-13.9pp |
| Annual return | 10.11% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,611 | $5,160-68.8% | $4,136-61.1% | $4,837-66.7% |
| Participant deferral / active EE | $4,600 | $6,440-28.6% | $5,506-16.4% | $6,341-27.5% |
| Admin fee / account holder | $3,885 | $13,259-70.7% | $10,280-62.2% | $12,309-68.4% |