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 | $88,906 | $121,625-26.9% | $104,607-15.0% | $158,922-44.1% |
| Participation rate | 61.5% | 77.5%-16.0pp | 74.1%-12.5pp | 82.0%-20.4pp |
| Annual return | 18.56% | 465.26%-446.7pp | 340.46%-321.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,030 | $3,163-35.8% | $2,681-24.3% | $4,761-57.4% |
| Participant deferral / active EE | $6,695 | $4,177+60.3% | $3,740+79.0% | $5,982+11.9% |
| Admin fee / account holder | $3,955 | $7,787-49.2% | $6,473-38.9% | $11,246-64.8% |