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 | $99,273 | $157,256-36.9% | $141,162-29.7% | $152,861-35.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 31.30% | 64.32%-33.0pp | 71.39%-40.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $2,972 | $5,261-43.5% | $4,735-37.2% | $4,762-37.6% |
| Participant deferral / active EE | $7,892 | $7,109+11.0% | $6,709+17.6% | $5,850+34.9% |
| Admin fee / account holder | $1,667 | $12,120-86.3% | $10,261-83.8% | $11,596-85.6% |