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 | $82,601 | $110,257-25.1% | $96,544-14.4% | $139,434-40.8% |
| Participation rate | 60.9% | 78.1%-17.2pp | 76.0%-15.1pp | 80.3%-19.4pp |
| Annual return | 15.31% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,804 | $3,620+5.1% | $2,965+28.3% | $4,751-19.9% |
| Participant deferral / active EE | $3,621 | $5,548-34.7% | $4,851-25.3% | $6,710-46.0% |
| Admin fee / account holder | $12,895 | $11,591+11.2% | $8,252+56.3% | $11,403+13.1% |