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 | $103,180 | $163,101-36.7% | $136,749-24.5% | $142,382-27.5% |
| Participation rate | 65.0% | 78.2%-13.2pp | 72.1%-7.1pp | 80.1%-15.1pp |
| Annual return | 12.25% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,870 | $4,117-54.6% | $3,400-45.0% | $4,299-56.5% |
| Participant deferral / active EE | $5,392 | $5,585-3.5% | $4,692+14.9% | $6,507-17.1% |
| Admin fee / account holder | $2,440 | $14,318-83.0% | $11,386-78.6% | $12,624-80.7% |