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 | $100,618 | $93,571+7.5% | $135,903-26.0% | $75,163+33.9% |
| Participation rate | 56.3% | 75.2%-18.9pp | 81.9%-25.7pp | 67.2%-10.9pp |
| Annual return | 19.12% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,633 | $3,537-25.6% | $4,856-45.8% | $2,670-1.4% |
| Participant deferral / active EE | $6,620 | $6,404+3.4% | $7,758-14.7% | $4,125+60.5% |
| Admin fee / account holder | $2,245 | $6,975-67.8% | $10,762-79.1% | $5,651-60.3% |