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 | $77,176 | $114,381-32.5% | $107,525-28.2% | $142,382-45.8% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 28.43% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,548 | $4,015-61.4% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $4,338 | $5,564-22.0% | $5,116-15.2% | $6,507-33.3% |
| Admin fee / account holder | $10,983 | $9,860+11.4% | $8,919+23.1% | $12,624-13.0% |