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 | $96,358 | $117,983-18.3% | $101,794-5.3% | $142,382-32.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 18.24% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,371 | $2,773-50.6% | $2,289-40.1% | $4,299-68.1% |
| Participant deferral / active EE | $5,591 | $4,714+18.6% | $4,084+36.9% | $6,507-14.1% |
| Admin fee / account holder | $1,473 | $10,433-85.9% | $8,777-83.2% | $12,624-88.3% |