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 | $80,725 | $100,773-19.9% | $88,946-9.2% | $142,382-43.3% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.8%-26.7pp | 80.1%-38.0pp |
| Annual return | 16.96% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,397 | $2,918-52.1% | $2,555-45.3% | $4,299-67.5% |
| Participant deferral / active EE | $3,917 | $5,230-25.1% | $4,581-14.5% | $6,507-39.8% |
| Admin fee / account holder | $1,871 | $9,693-80.7% | $8,261-77.4% | $12,624-85.2% |