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 | $119,208 | $152,587-21.9% | $125,175-4.8% | $152,861-22.0% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 25.20% | 54.84%-29.6pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,067 | $4,946-78.4% | $3,865-72.4% | $4,762-77.6% |
| Participant deferral / active EE | $3,014 | $5,868-48.6% | $4,937-39.0% | $5,850-48.5% |
| Admin fee / account holder | $515 | $13,434-96.2% | $9,702-94.7% | $11,596-95.6% |