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 | $95,595 | $110,257-13.3% | $96,544-1.0% | $139,434-31.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 15.74% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,486 | $3,620-58.9% | $2,965-49.9% | $4,751-68.7% |
| Participant deferral / active EE | $6,338 | $5,548+14.2% | $4,851+30.7% | $6,710-5.5% |
| Admin fee / account holder | $2,568 | $11,591-77.8% | $8,252-68.9% | $11,403-77.5% |