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 | $100,981 | $154,117-34.5% | $129,995-22.3% | $139,434-27.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.23% | 32.48%-14.2pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,943 | $5,289-63.3% | $4,320-55.0% | $4,751-59.1% |
| Participant deferral / active EE | $6,380 | $6,710-4.9% | $5,820+9.6% | $6,710-4.9% |
| Admin fee / account holder | $1,686 | $14,007-88.0% | $10,614-84.1% | $11,403-85.2% |