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 | $85,897 | $159,901-46.3% | $146,958-41.5% | $145,922-41.1% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 16.48% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,148 | $5,286-40.5% | $4,933-36.2% | $4,660-32.4% |
| Participant deferral / active EE | $9,031 | $8,428+7.2% | $8,070+11.9% | $6,688+35.0% |
| Admin fee / account holder | $9,896 | $15,044-34.2% | $12,998-23.9% | $13,397-26.1% |