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 | $79,693 | $110,261-27.7% | $95,745-16.8% | $139,434-42.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 14.08% | 27.11%-13.0pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,994 | $3,257-38.8% | $2,835-29.6% | $4,751-58.0% |
| Participant deferral / active EE | $6,641 | $4,676+42.0% | $4,245+56.5% | $6,710-1.0% |
| Admin fee / account holder | $33,435 | $6,613+405.6% | $5,678+488.9% | $11,403+193.2% |