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 | $72,437 | $106,584-32.0% | $101,326-28.5% | $142,382-49.1% |
| Participation rate | 64.7% | 82.7%-18.0pp | 81.5%-16.8pp | 80.1%-15.4pp |
| Annual return | 23.12% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,422 | $3,956-38.8% | $3,665-33.9% | $4,299-43.7% |
| Participant deferral / active EE | $7,412 | $8,297-10.7% | $7,994-7.3% | $6,507+13.9% |
| Admin fee / account holder | $399 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |