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 | $121,146 | $163,101-25.7% | $136,749-11.4% | $142,382-14.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 9.91% | 27.54%-17.6pp | 24.33%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,576 | $4,117-37.4% | $3,400-24.2% | $4,299-40.1% |
| Participant deferral / active EE | $4,429 | $5,585-20.7% | $4,692-5.6% | $6,507-31.9% |
| Admin fee / account holder | $23,215 | $14,318+62.1% | $11,386+103.9% | $12,624+83.9% |