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 | $68,013 | $102,966-33.9% | $90,281-24.7% | $152,861-55.5% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 23.78% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $869 | $3,139-72.3% | $2,854-69.6% | $4,762-81.8% |
| Participant deferral / active EE | $898 | $4,281-79.0% | $3,885-76.9% | $5,850-84.6% |
| Admin fee / account holder | $5,710 | $6,171-7.5% | $5,351+6.7% | $11,596-50.8% |