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 | $165,984-29.5% | $164,813-29.0% | $145,922-19.8% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | 12.98% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,895 | $5,273-64.1% | $4,341-56.3% | $4,660-59.3% |
| Participant deferral / active EE | $5,327 | $6,959-23.4% | $6,031-11.7% | $6,688-20.3% |
| Admin fee / account holder | $56,427 | $16,648+238.9% | $12,690+344.7% | $13,397+321.2% |