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 | $98,818 | $70,475+40.2% | $100,516-1.7% | $79,858+23.7% |
| Participation rate | 58.5% | 73.7%-15.1pp | 79.4%-20.9pp | 69.6%-11.1pp |
| Annual return | 19.75% | 21.90%-2.1pp | 30.89%-11.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,245 | $2,165-42.5% | $3,418-63.6% | $2,471-49.6% |
| Participant deferral / active EE | $2,665 | $5,181-48.6% | $6,270-57.5% | $3,740-28.7% |
| Admin fee / account holder | $3,613 | $4,478-19.3% | $8,081-55.3% | $5,306-31.9% |