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 | $79,593 | $98,750-19.4% | $149,696-46.8% | $79,858-0.3% |
| Participation rate | 63.9% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.7pp |
| Annual return | 22.31% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,866 | $3,216-42.0% | $4,644-59.8% | $2,471-24.5% |
| Participant deferral / active EE | $3,499 | $5,680-38.4% | $6,842-48.9% | $3,740-6.4% |
| Admin fee / account holder | $4,336 | $6,053-28.4% | $9,309-53.4% | $5,306-18.3% |