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 | $115,422 | $86,286+33.8% | $111,297+3.7% | $85,850+34.4% |
| Participation rate | 65.7% | 73.3%-7.7pp | 77.3%-11.6pp | 69.3%-3.6pp |
| Annual return | 13.15% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,579 | $2,043-22.7% | $2,731-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $4,687 | $3,641+28.8% | $4,487+4.5% | $3,952+18.6% |
| Admin fee / account holder | $2,300 | $8,188-71.9% | $7,964-71.1% | $6,260-63.3% |