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 | $95,674 | $162,781-41.2% | $133,956-28.6% | $158,922-39.8% |
| Participation rate | 22.2% | 83.2%-61.0pp | 79.8%-57.6pp | 82.0%-59.7pp |
| Annual return | 21.61% | 41.94%-20.3pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,039 | $4,975-79.1% | $3,919-73.5% | $4,761-78.2% |
| Participant deferral / active EE | $2,068 | $5,911-65.0% | $5,048-59.0% | $5,982-65.4% |
| Admin fee / account holder | $8,642 | $11,736-26.4% | $8,927-3.2% | $11,246-23.2% |