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 | $55,085 | $157,256-65.0% | $141,162-61.0% | $152,861-64.0% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.4%-29.1pp |
| Annual return | 14.85% | 64.32%-49.5pp | 71.39%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,481 | $5,261-33.8% | $4,735-26.5% | $4,762-26.9% |
| Participant deferral / active EE | $5,068 | $7,109-28.7% | $6,709-24.5% | $5,850-13.4% |
| Admin fee / account holder | $5,555 | $12,120-54.2% | $10,261-45.9% | $11,596-52.1% |