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 | $97,955 | $111,535-12.2% | $105,223-6.9% | $137,256-28.6% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 16.28% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,089 | $3,939-72.4% | $3,689-70.5% | $4,156-73.8% |
| Participant deferral / active EE | $2,394 | $5,500-56.5% | $5,072-52.8% | $6,407-62.6% |
| Admin fee / account holder | $646 | $9,721-93.4% | $8,859-92.7% | $12,270-94.7% |