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 | $99,484 | $140,940-29.4% | $112,229-11.4% | $139,434-28.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.83% | 32.71%-19.9pp | 30.20%-17.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,675 | $4,283-60.9% | $3,430-51.2% | $4,751-64.7% |
| Participant deferral / active EE | $9,584 | $5,874+63.2% | $4,798+99.8% | $6,710+42.8% |
| Admin fee / account holder | $21,208 | $9,954+113.1% | $7,748+173.7% | $11,403+86.0% |