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 | $74,680 | $106,515-29.9% | $96,683-22.8% | $139,434-46.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.48% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,959 | $4,103-27.9% | $3,737-20.8% | $4,751-37.7% |
| Participant deferral / active EE | $6,056 | $5,454+11.0% | $4,878+24.1% | $6,710-9.7% |
| Admin fee / account holder | $3,826 | $7,877-51.4% | $6,730-43.1% | $11,403-66.4% |