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 | $82,085 | $209,411-60.8% | $178,490-54.0% | $158,922-48.3% |
| Participation rate | 69.6% | 86.3%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 16.48% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,111 | $5,706-63.0% | $5,011-57.9% | $4,761-55.7% |
| Participant deferral / active EE | $3,689 | $5,954-38.0% | $5,202-29.1% | $5,982-38.3% |
| Admin fee / account holder | $7,846 | $17,074-54.0% | $13,984-43.9% | $11,246-30.2% |