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 | $89,872 | $105,126-14.5% | $94,646-5.0% | $139,434-35.5% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 20.95% | 38.03%-17.1pp | 156.71%-135.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,292 | $4,106-44.2% | $3,672-37.6% | $4,751-51.8% |
| Participant deferral / active EE | $3,864 | $7,599-49.2% | $7,418-47.9% | $6,710-42.4% |
| Admin fee / account holder | $540 | $8,984-94.0% | $7,231-92.5% | $11,403-95.3% |