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 | $94,434 | $209,411-54.9% | $178,490-47.1% | $158,922-40.6% |
| Participation rate | 63.2% | 86.3%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 9.88% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,055 | $5,706-64.0% | $5,011-59.0% | $4,761-56.8% |
| Participant deferral / active EE | $3,638 | $5,954-38.9% | $5,202-30.1% | $5,982-39.2% |
| Admin fee / account holder | $10,680 | $17,074-37.4% | $13,984-23.6% | $11,246-5.0% |