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 | $94,288 | $148,534-36.5% | $135,903-30.6% | $139,434-32.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 41.19% | 79.19%-38.0pp | 68.23%-27.0pp | 372.94%-331.8pp |
| Employer contribution / active EE | $2,334 | $5,243-55.5% | $4,856-51.9% | $4,751-50.9% |
| Participant deferral / active EE | $10,277 | $8,100+26.9% | $7,758+32.5% | $6,710+53.2% |
| Admin fee / account holder | $44,885 | $12,400+262.0% | $10,762+317.1% | $11,403+293.6% |