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 | $78,113 | $102,966-24.1% | $90,281-13.5% | $152,861-48.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 16.51% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $576 | $3,139-81.7% | $2,854-79.8% | $4,762-87.9% |
| Participant deferral / active EE | $6,007 | $4,281+40.3% | $3,885+54.6% | $5,850+2.7% |
| Admin fee / account holder | $8,048 | $6,171+30.4% | $5,351+50.4% | $11,596-30.6% |