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 | $103,964 | $172,111-39.6% | $150,298-30.8% | $137,256-24.3% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 11.75% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,332 | $4,636-49.7% | $4,154-43.9% | $4,156-43.9% |
| Participant deferral / active EE | $5,682 | $6,166-7.8% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $103,166 | $16,471+526.4% | $14,116+630.9% | $12,270+740.8% |