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 | $78,149 | $126,574-38.3% | $106,213-26.4% | $145,922-46.4% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 24.12% | 224.79%-200.7pp | 116.14%-92.0pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,174 | $3,730-68.5% | $3,171-63.0% | $4,660-74.8% |
| Participant deferral / active EE | $4,200 | $5,724-26.6% | $5,016-16.3% | $6,688-37.2% |
| Admin fee / account holder | $9,221 | $17,304-46.7% | $11,033-16.4% | $13,397-31.2% |