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 | $106,572 | $165,912-35.8% | $122,332-12.9% | $147,584-27.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 13.73% | 34.55%-20.8pp | 30.27%-16.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,013 | $5,754-82.4% | $4,050-75.0% | $4,876-79.2% |
| Participant deferral / active EE | $5,119 | $4,005+27.8% | $3,287+55.7% | $5,439-5.9% |
| Admin fee / account holder | $3,040 | $7,424-59.1% | $5,478-44.5% | $10,885-72.1% |