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 | $101,566 | $96,484+5.3% | $75,886+33.8% | $152,861-33.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 19.92% | 33.98%-14.1pp | 30.76%-10.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,485 | $3,309-24.9% | $2,500-0.6% | $4,762-47.8% |
| Participant deferral / active EE | $5,762 | $4,553+26.5% | $3,603+59.9% | $5,850-1.5% |
| Admin fee / account holder | $4,185 | $8,078-48.2% | $5,418-22.8% | $11,596-63.9% |