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 | $104,846 | $162,781-35.6% | $133,956-21.7% | $158,922-34.0% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 14.62% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $953 | $4,975-80.8% | $3,919-75.7% | $4,761-80.0% |
| Participant deferral / active EE | $2,221 | $5,911-62.4% | $5,048-56.0% | $5,982-62.9% |
| Admin fee / account holder | $16,197 | $11,736+38.0% | $8,927+81.4% | $11,246+44.0% |