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 | $81,740 | $100,773-18.9% | $88,946-8.1% | $142,382-42.6% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.8%-7.3pp | 80.1%-18.6pp |
| Annual return | 14.91% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,808 | $2,918-38.0% | $2,555-29.2% | $4,299-57.9% |
| Participant deferral / active EE | $4,441 | $5,230-15.1% | $4,581-3.1% | $6,507-31.8% |
| Admin fee / account holder | $1,652 | $9,693-83.0% | $8,261-80.0% | $12,624-86.9% |