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 | $92,882 | $95,416-2.7% | $185,823-50.0% | $85,850+8.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 11.74% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,224 | $3,314-63.1% | $5,167-76.3% | $2,565-52.3% |
| Participant deferral / active EE | $2,924 | $3,423-14.6% | $5,568-47.5% | $3,952-26.0% |
| Admin fee / account holder | $769 | $7,213-89.3% | $16,237-95.3% | $6,260-87.7% |