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 | $115,689 | $153,772-24.8% | $133,980-13.7% | $273,961-57.8% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | 9.22% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,510 | $6,029-58.4% | $5,211-51.8% | $4,869-48.4% |
| Participant deferral / active EE | $10,677 | $6,958+53.4% | $6,282+70.0% | $5,287+101.9% |
| Admin fee / account holder | $655 | $11,765-94.4% | $9,324-93.0% | $10,132-93.5% |