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 | $100,970-28.3% | $96,576-25.0% | $137,256-47.2% |
| Participation rate | 64.7% | 82.6%-17.9pp | 81.4%-16.7pp | 80.0%-15.3pp |
| Annual return | 23.12% | 38.16%-15.0pp | 38.47%-15.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,422 | $3,809-36.4% | $3,553-31.8% | $4,156-41.7% |
| Participant deferral / active EE | $7,412 | $8,286-10.5% | $7,956-6.8% | $6,407+15.7% |
| Admin fee / account holder | $399 | $11,312-96.5% | $11,381-96.5% | $12,270-96.7% |