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 | $93,609 | $103,376-9.4% | $87,100+7.5% | $152,861-38.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 19.10% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,020 | $3,220-37.3% | $2,521-19.9% | $4,762-57.6% |
| Participant deferral / active EE | $5,504 | $4,778+15.2% | $4,049+35.9% | $5,850-5.9% |
| Admin fee / account holder | $2,198 | $12,205-82.0% | $7,497-70.7% | $11,596-81.0% |