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 | $79,358 | $99,877-20.5% | $84,966-6.6% | $145,922-45.6% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 14.71% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,110 | $3,231-34.7% | $2,727-22.6% | $4,660-54.7% |
| Participant deferral / active EE | $3,997 | $5,291-24.4% | $4,519-11.5% | $6,688-40.2% |
| Admin fee / account holder | $6,712 | $7,248-7.4% | $6,149+9.2% | $13,397-49.9% |