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 | $82,983 | $183,519-54.8% | $155,509-46.6% | $145,922-43.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.72% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,045 | $5,313-61.5% | $4,672-56.2% | $4,660-56.1% |
| Participant deferral / active EE | $8,729 | $6,462+35.1% | $5,626+55.2% | $6,688+30.5% |
| Admin fee / account holder | $3,059 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |