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 | $89,681 | $197,591-54.6% | $177,821-49.6% | $158,922-43.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 9.51% | 58.76%-49.2pp | 48.32%-38.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,017 | $6,697-25.1% | $5,918-15.2% | $4,761+5.4% |
| Participant deferral / active EE | $6,514 | $8,405-22.5% | $7,714-15.6% | $5,982+8.9% |
| Admin fee / account holder | $10,925 | $15,399-29.1% | $12,427-12.1% | $11,246-2.8% |