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 | $74,234 | $102,317-27.4% | $146,958-49.5% | $80,856-8.2% |
| Participation rate | 62.7% | 75.8%-13.2pp | 82.2%-19.5pp | 67.6%-5.0pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,421 | $3,713-34.8% | $4,933-50.9% | $2,755-12.1% |
| Participant deferral / active EE | $4,092 | $6,644-38.4% | $8,070-49.3% | $4,296-4.7% |
| Admin fee / account holder | $2,148 | $7,941-73.0% | $12,998-83.5% | $6,918-69.0% |