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 | $91,565 | $112,096-18.3% | $95,952-4.6% | $158,922-42.4% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 20.22% | 171.09%-150.9pp | 91.61%-71.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,681 | $4,784-64.9% | $4,167-59.7% | $5,982-71.9% |
| Admin fee / account holder | $6,524 | $10,130-35.6% | $6,795-4.0% | $11,246-42.0% |