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 | $99,032 | $226,064-56.2% | $182,532-45.7% | $152,861-35.2% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.0%-9.8pp | 82.4%-14.3pp |
| Annual return | 20.88% | 192.51%-171.6pp | 148.54%-127.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,314 | $4,978-53.5% | $4,076-43.2% | $4,762-51.4% |
| Participant deferral / active EE | $4,938 | $6,368-22.5% | $5,524-10.6% | $5,850-15.6% |
| Admin fee / account holder | $5,433 | $10,703-49.2% | $8,592-36.8% | $11,596-53.1% |