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 | $100,410 | $113,339-11.4% | $94,993+5.7% | $147,584-32.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 21.52% | 20.77%+0.8pp | 27.12%-5.6pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,437 | $3,160-54.5% | $2,603-44.8% | $4,876-70.5% |
| Participant deferral / active EE | $6,094 | $3,777+61.4% | $3,317+83.7% | $5,439+12.1% |
| Admin fee / account holder | $609 | $6,063-90.0% | $4,960-87.7% | $10,885-94.4% |