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 | $89,850 | $107,334-16.3% | $92,893-3.3% | $152,861-41.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 18.43% | 145.58%-127.1pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,750 | $4,221-58.5% | $3,653-52.1% | $4,762-63.3% |
| Participant deferral / active EE | $4,392 | $4,845-9.3% | $4,236+3.7% | $5,850-24.9% |
| Admin fee / account holder | $4,383 | $7,079-38.1% | $5,794-24.4% | $11,596-62.2% |