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 | $77,661 | $159,602-51.3% | $150,045-48.2% | $142,382-45.5% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 24.31% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,520 | $4,961-29.0% | $4,693-25.0% | $4,299-18.1% |
| Participant deferral / active EE | $8,265 | $8,310-0.5% | $7,997+3.3% | $6,507+27.0% |
| Admin fee / account holder | $4,429 | $14,846-70.2% | $13,435-67.0% | $12,624-64.9% |