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 | $74,270 | $117,983-37.1% | $101,794-27.0% | $142,382-47.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 11.83% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,466 | $2,773-11.1% | $2,289+7.7% | $4,299-42.6% |
| Participant deferral / active EE | $4,138 | $4,714-12.2% | $4,084+1.3% | $6,507-36.4% |
| Admin fee / account holder | $27,472 | $10,433+163.3% | $8,777+213.0% | $12,624+117.6% |