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 | $117,063 | $166,020-29.5% | $164,866-29.0% | $145,959-19.8% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | 12.98% | 100.08%-87.1pp | 69.97%-57.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,895 | $5,275-64.1% | $4,343-56.4% | $4,661-59.3% |
| Participant deferral / active EE | $5,327 | $6,961-23.5% | $6,033-11.7% | $6,689-20.4% |
| Admin fee / account holder | $56,427 | $16,644+239.0% | $12,689+344.7% | $13,398+321.2% |