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 | $86,124 | $127,065-32.2% | $113,168-23.9% | $142,382-39.5% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 13.92% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,077 | $3,442-39.7% | $2,975-30.2% | $4,299-51.7% |
| Participant deferral / active EE | $3,343 | $5,716-41.5% | $5,107-34.5% | $6,507-48.6% |
| Admin fee / account holder | $11,339 | $15,736-27.9% | $12,068-6.0% | $12,624-10.2% |