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 | $80,233 | $112,096-28.4% | $95,952-16.4% | $158,922-49.5% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 10.21% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $741 | $3,198-76.8% | $2,541-70.9% | $4,761-84.4% |
| Participant deferral / active EE | $2,111 | $4,784-55.9% | $4,167-49.3% | $5,982-64.7% |
| Admin fee / account holder | $9,406 | $10,130-7.2% | $6,795+38.4% | $11,246-16.4% |