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 | $100,615 | $105,181-4.3% | $159,436-36.9% | $85,850+17.2% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.8%-41.4pp | 69.3%-27.9pp |
| Annual return | 14.15% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,193 | $3,318-64.1% | $4,829-75.3% | $2,565-53.5% |
| Participant deferral / active EE | $2,574 | $5,945-56.7% | $7,352-65.0% | $3,952-34.9% |
| Admin fee / account holder | $2,716 | $6,933-60.8% | $10,799-74.8% | $6,260-56.6% |