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 | $99,035 | $198,466-50.1% | $170,442-41.9% | $147,584-32.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.49% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,177 | $6,184-64.8% | $5,433-59.9% | $4,876-55.4% |
| Participant deferral / active EE | $3,693 | $5,629-34.4% | $4,939-25.2% | $5,439-32.1% |
| Admin fee / account holder | $11,328 | $16,852-32.8% | $13,880-18.4% | $10,885+4.1% |