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 | $85,315 | $176,377-51.6% | $134,143-36.4% | $158,922-46.3% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 12.44% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,719 | $5,040-65.9% | $3,704-53.6% | $4,761-63.9% |
| Participant deferral / active EE | $4,612 | $4,091+12.7% | $3,499+31.8% | $5,982-22.9% |
| Admin fee / account holder | $1,498 | $8,718-82.8% | $6,684-77.6% | $11,246-86.7% |