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 | $88,134 | $100,773-12.5% | $88,946-0.9% | $142,382-38.1% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 20.79% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,324 | $2,918-54.6% | $2,555-48.2% | $4,299-69.2% |
| Participant deferral / active EE | $5,919 | $5,230+13.2% | $4,581+29.2% | $6,507-9.0% |
| Admin fee / account holder | $859 | $9,693-91.1% | $8,261-89.6% | $12,624-93.2% |