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 | $118,819 | $140,940-15.7% | $112,229+5.9% | $139,434-14.8% |
| Participation rate | 44.4% | 79.2%-34.7pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | 16.11% | 32.71%-16.6pp | 30.20%-14.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,713 | $4,283-60.0% | $3,430-50.1% | $4,751-63.9% |
| Participant deferral / active EE | $3,170 | $5,874-46.0% | $4,798-33.9% | $6,710-52.8% |
| Admin fee / account holder | $1,727 | $9,954-82.7% | $7,748-77.7% | $11,403-84.9% |