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 | $96,431 | $111,814-13.8% | $93,654+3.0% | $145,959-33.9% |
| Participation rate | 61.9% | 74.2%-12.3pp | 68.7%-6.8pp | 80.3%-18.4pp |
| Annual return | 15.35% | 203.30%-187.9pp | 133.34%-118.0pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,541 | $3,092-50.1% | $2,421-36.3% | $4,661-66.9% |
| Participant deferral / active EE | $3,980 | $4,914-19.0% | $4,413-9.8% | $6,689-40.5% |
| Admin fee / account holder | $1,763 | $10,246-82.8% | $8,282-78.7% | $13,398-86.8% |