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 | $88,625 | $105,859-16.3% | $90,160-1.7% | $147,584-39.9% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 12.46% | 37.63%-25.2pp | 34.88%-22.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,187 | $4,126-22.8% | $3,318-3.9% | $4,876-34.6% |
| Participant deferral / active EE | $10,474 | $5,733+82.7% | $5,288+98.1% | $5,439+92.6% |
| Admin fee / account holder | $1,209 | $8,046-85.0% | $5,943-79.7% | $10,885-88.9% |