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 | $115,075 | $154,117-25.3% | $129,995-11.5% | $139,434-17.5% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 16.24% | 32.48%-16.2pp | -137.18%+153.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,650 | $5,289-68.8% | $4,320-61.8% | $4,751-65.3% |
| Participant deferral / active EE | $3,910 | $6,710-41.7% | $5,820-32.8% | $6,710-41.7% |
| Admin fee / account holder | $1,269 | $14,007-90.9% | $10,614-88.0% | $11,403-88.9% |