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 | $89,809 | $106,515-15.7% | $96,683-7.1% | $139,434-35.6% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 17.95% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,019 | $4,103-50.8% | $3,737-46.0% | $4,751-57.5% |
| Participant deferral / active EE | $6,302 | $5,454+15.6% | $4,878+29.2% | $6,710-6.1% |
| Admin fee / account holder | $1,640 | $7,877-79.2% | $6,730-75.6% | $11,403-85.6% |