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 | $85,837 | $118,680-27.7% | $98,907-13.2% | $158,922-46.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 18.97% | 372.35%-353.4pp | 196.43%-177.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,006 | $3,333-39.8% | $2,689-25.4% | $4,761-57.9% |
| Participant deferral / active EE | $5,455 | $5,088+7.2% | $4,244+28.5% | $5,982-8.8% |
| Admin fee / account holder | $3,100 | $10,131-69.4% | $6,642-53.3% | $11,246-72.4% |