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 | $113,741 | $162,781-30.1% | $133,956-15.1% | $158,922-28.4% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 18.33% | 41.94%-23.6pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,152 | $4,975-56.7% | $3,919-45.1% | $4,761-54.8% |
| Participant deferral / active EE | $6,239 | $5,911+5.6% | $5,048+23.6% | $5,982+4.3% |
| Admin fee / account holder | $2,147 | $11,736-81.7% | $8,927-75.9% | $11,246-80.9% |