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 | $123,919 | $152,587-18.8% | $125,175-1.0% | $152,861-18.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 18.33% | 54.84%-36.5pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,315 | $4,946-53.2% | $3,865-40.1% | $4,762-51.4% |
| Participant deferral / active EE | $5,429 | $5,868-7.5% | $4,937+10.0% | $5,850-7.2% |
| Admin fee / account holder | $589 | $13,434-95.6% | $9,702-93.9% | $11,596-94.9% |