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 | $81,955 | $108,919-24.8% | $100,391-18.4% | $145,922-43.8% |
| Participation rate | 46.7% | 82.9%-36.3pp | 81.5%-34.8pp | 80.3%-33.6pp |
| Annual return | 17.02% | 57.88%-40.9pp | 49.20%-32.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,948 | $4,419-33.3% | $3,942-25.2% | $4,660-36.7% |
| Participant deferral / active EE | $11,817 | $8,445+39.9% | $8,082+46.2% | $6,688+76.7% |
| Admin fee / account holder | $14,538 | $9,689+50.0% | $7,899+84.0% | $13,397+8.5% |