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 | $108,740 | $185,822-41.5% | $169,993-36.0% | $139,434-22.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.13% | 60.50%-48.4pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,326 | $7,590-56.2% | $6,785-51.0% | $4,751-30.0% |
| Participant deferral / active EE | $4,239 | $11,622-63.5% | $10,408-59.3% | $6,710-36.8% |
| Admin fee / account holder | $3,626 | $15,381-76.4% | $12,815-71.7% | $11,403-68.2% |