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 | $86,261 | $102,966-16.2% | $90,281-4.5% | $152,861-43.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 16.74% | 95.16%-78.4pp | 78.10%-61.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,019 | $3,139-35.7% | $2,854-29.3% | $4,762-57.6% |
| Participant deferral / active EE | $7,925 | $4,281+85.1% | $3,885+104.0% | $5,850+35.5% |
| Admin fee / account holder | $2,807 | $6,171-54.5% | $5,351-47.6% | $11,596-75.8% |