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 | $96,806 | $111,724-13.4% | $93,606+3.4% | $145,922-33.7% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 10.94% | 202.98%-192.0pp | 133.20%-122.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $720 | $3,090-76.7% | $2,420-70.2% | $4,660-84.5% |
| Participant deferral / active EE | $2,563 | $4,912-47.8% | $4,411-41.9% | $6,688-61.7% |
| Admin fee / account holder | $1,034 | $10,250-89.9% | $8,285-87.5% | $13,397-92.3% |