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 | $103,783 | $105,998-2.1% | $92,233+12.5% | $147,584-29.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 9.74% | 50.05%-40.3pp | 176.28%-166.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $738 | $4,333-83.0% | $3,679-79.9% | $4,876-84.9% |
| Participant deferral / active EE | $2,354 | $4,478-47.4% | $3,897-39.6% | $5,439-56.7% |
| Admin fee / account holder | $4,467 | $6,332-29.5% | $5,194-14.0% | $10,885-59.0% |