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 | $101,115 | $124,425-18.7% | $112,040-9.8% | $137,256-26.3% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 10.40% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,092 | $3,411-68.0% | $2,954-63.0% | $4,156-73.7% |
| Participant deferral / active EE | $5,986 | $5,718+4.7% | $5,098+17.4% | $6,407-6.6% |
| Admin fee / account holder | $2,390 | $15,207-84.3% | $12,098-80.2% | $12,270-80.5% |