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 | $103,717 | $104,251-0.5% | $91,001+14.0% | $147,584-29.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 11.69% | 27.06%-15.4pp | 4.60%+7.1pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,965 | $3,116+91.5% | $2,456+142.9% | $4,876+22.3% |
| Participant deferral / active EE | $2,200 | $4,195-47.6% | $3,547-38.0% | $5,439-59.5% |
| Admin fee / account holder | $52,826 | $8,948+490.4% | $5,417+875.2% | $10,885+385.3% |