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 | $115,519 | $98,750+17.0% | $149,696-22.8% | $79,858+44.7% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 13.03% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,168 | $3,216-32.6% | $4,644-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $5,665 | $5,680-0.3% | $6,842-17.2% | $3,740+51.5% |
| Admin fee / account holder | $4,448 | $6,053-26.5% | $9,309-52.2% | $5,306-16.2% |