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 | $78,389 | $86,286-9.2% | $111,297-29.6% | $85,850-8.7% |
| Participation rate | 45.7% | 73.3%-27.6pp | 77.3%-31.6pp | 69.3%-23.6pp |
| Annual return | 17.27% | 19.99%-2.7pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,100 | $2,043-46.2% | $2,731-59.7% | $2,565-57.1% |
| Participant deferral / active EE | $1,748 | $3,641-52.0% | $4,487-61.0% | $3,952-55.8% |
| Admin fee / account holder | $2,011 | $8,188-75.4% | $7,964-74.8% | $6,260-67.9% |