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 | $122,959 | $176,056-30.2% | $159,436-22.9% | $167,490-26.6% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 15.38% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,381 | $5,297-17.3% | $4,829-9.3% | $4,837-9.4% |
| Participant deferral / active EE | $8,732 | $7,750+12.7% | $7,352+18.8% | $6,341+37.7% |
| Admin fee / account holder | $8,856 | $12,554-29.5% | $10,799-18.0% | $12,309-28.1% |