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 | $86,423 | $197,591-56.3% | $177,821-51.4% | $158,922-45.6% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.7%-25.8pp | 82.0%-20.1pp |
| Annual return | 23.35% | 58.76%-35.4pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,231 | $6,697-51.8% | $5,918-45.4% | $4,761-32.1% |
| Participant deferral / active EE | $6,706 | $8,405-20.2% | $7,714-13.1% | $5,982+12.1% |
| Admin fee / account holder | $7,153 | $15,399-53.6% | $12,427-42.4% | $11,246-36.4% |