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 | $83,057 | $94,338-12.0% | $100,534-17.4% | $142,382-41.7% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 16.61% | 29.20%-12.6pp | 32.66%-16.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,504 | $4,237-64.5% | $4,346-65.4% | $4,299-65.0% |
| Participant deferral / active EE | $6,040 | $5,934+1.8% | $6,144-1.7% | $6,507-7.2% |
| Admin fee / account holder | $1,811 | $8,421-78.5% | $7,654-76.3% | $12,624-85.7% |