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 | $103,920 | $124,425-16.5% | $112,040-7.2% | $137,256-24.3% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 15.40% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,437 | $3,411-57.9% | $2,954-51.3% | $4,156-65.4% |
| Participant deferral / active EE | $3,080 | $5,718-46.1% | $5,098-39.6% | $6,407-51.9% |
| Admin fee / account holder | $626 | $15,207-95.9% | $12,098-94.8% | $12,270-94.9% |