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 | $96,351 | $162,781-40.8% | $133,956-28.1% | $158,922-39.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 15.34% | 41.94%-26.6pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,405 | $4,975-11.5% | $3,919+12.4% | $4,761-7.5% |
| Participant deferral / active EE | $4,405 | $5,911-25.5% | $5,048-12.7% | $5,982-26.4% |
| Admin fee / account holder | $2,460 | $11,736-79.0% | $8,927-72.4% | $11,246-78.1% |