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 | $95,851 | $109,982-12.8% | $97,226-1.4% | $145,922-34.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.55% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,475 | $3,084-52.2% | $2,729-45.9% | $4,660-68.3% |
| Participant deferral / active EE | $3,432 | $4,676-26.6% | $4,264-19.5% | $6,688-48.7% |
| Admin fee / account holder | $1,267 | $6,221-79.6% | $5,654-77.6% | $13,397-90.5% |