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 | $116,639 | $201,259-42.0% | $184,200-36.7% | $145,959-20.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 10.40% | 28.98%-18.6pp | 28.80%-18.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $7,158 | $7,018+2.0% | $6,424+11.4% | $4,661+53.6% |
| Participant deferral / active EE | $5,165 | $9,806-47.3% | $9,132-43.4% | $6,689-22.8% |
| Admin fee / account holder | $1,108 | $16,372-93.2% | $13,907-92.0% | $13,398-91.7% |