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 | $109,554 | $99,877+9.7% | $84,966+28.9% | $145,922-24.9% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 11.14% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,777 | $3,231-45.0% | $2,727-34.8% | $4,660-61.9% |
| Participant deferral / active EE | $2,672 | $5,291-49.5% | $4,519-40.9% | $6,688-60.0% |
| Admin fee / account holder | $3,683 | $7,248-49.2% | $6,149-40.1% | $13,397-72.5% |