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 | $84,834 | $112,096-24.3% | $95,952-11.6% | $158,922-46.6% |
| Participation rate | 68.2% | 79.0%-10.8pp | 77.1%-8.9pp | 82.0%-13.8pp |
| Annual return | 8.85% | 171.09%-162.2pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,014 | $3,198-37.0% | $2,541-20.7% | $4,761-57.7% |
| Participant deferral / active EE | $2,728 | $4,784-43.0% | $4,167-34.5% | $5,982-54.4% |
| Admin fee / account holder | $4,584 | $10,130-54.8% | $6,795-32.5% | $11,246-59.2% |