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 | $107,867 | $192,717-44.0% | $142,449-24.3% | $139,434-22.6% |
| Participation rate | 68.2% | 81.5%-13.3pp | 76.8%-8.6pp | 80.3%-12.1pp |
| Annual return | 31.69% | 17.99%+13.7pp | 19.99%+11.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,831 | $5,806-68.5% | $4,847-62.2% | $4,751-61.5% |
| Participant deferral / active EE | $3,721 | $7,208-48.4% | $6,283-40.8% | $6,710-44.5% |
| Admin fee / account holder | $3,445 | $15,124-77.2% | $10,011-65.6% | $11,403-69.8% |