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 | $112,729-14.5% | $98,716-2.4% | $137,256-29.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.24% | 38.48%-20.2pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,371 | $2,725-49.7% | $2,279-39.8% | $4,156-67.0% |
| Participant deferral / active EE | $5,591 | $4,640+20.5% | $4,048+38.1% | $6,407-12.7% |
| Admin fee / account holder | $1,473 | $10,129-85.5% | $8,703-83.1% | $12,270-88.0% |