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 | $100,928 | $149,734-32.6% | $118,925-15.1% | $158,922-36.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 10.61% | 19.95%-9.3pp | 35.88%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,965 | $4,115-52.3% | $3,263-39.8% | $4,761-58.7% |
| Participant deferral / active EE | $1,879 | $5,223-64.0% | $4,265-55.9% | $5,982-68.6% |
| Admin fee / account holder | $831 | $8,603-90.3% | $6,581-87.4% | $11,246-92.6% |