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 | $26,317 | $228,332-88.5% | $185,823-85.8% | $158,922-83.4% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 12.07% | 40.80%-28.7pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,379 | $4,967-72.2% | $4,087-66.3% | $4,761-71.0% |
| Participant deferral / active EE | $2,260 | $6,415-64.8% | $5,632-59.9% | $5,982-62.2% |
| Admin fee / account holder | $8,051 | $11,864-32.1% | $9,500-15.3% | $11,246-28.4% |