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 | $81,112 | $115,882-30.0% | $100,516-19.3% | $158,922-49.0% |
| Participation rate | 69.6% | 81.6%-12.0pp | 79.4%-9.8pp | 82.0%-12.4pp |
| Annual return | 21.00% | 34.79%-13.8pp | 30.89%-9.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,486 | $4,103-39.4% | $3,418-27.3% | $4,761-47.8% |
| Participant deferral / active EE | $4,859 | $6,674-27.2% | $6,270-22.5% | $5,982-18.8% |
| Admin fee / account holder | $2,910 | $10,995-73.5% | $8,081-64.0% | $11,246-74.1% |