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 | $96,116 | $142,405-32.5% | $115,157-16.5% | $152,861-37.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 15.32% | 41.48%-26.2pp | 35.60%-20.3pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,643 | $4,010-59.0% | $3,179-48.3% | $4,762-65.5% |
| Participant deferral / active EE | $4,775 | $5,164-7.5% | $4,168+14.6% | $5,850-18.4% |
| Admin fee / account holder | $1,031 | $8,462-87.8% | $7,088-85.5% | $11,596-91.1% |