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 | $86,805 | $107,334-19.1% | $92,893-6.6% | $152,861-43.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 15.99% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,752 | $4,221-58.5% | $3,653-52.0% | $4,762-63.2% |
| Participant deferral / active EE | $1,682 | $4,845-65.3% | $4,236-60.3% | $5,850-71.2% |
| Admin fee / account holder | $509 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |