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 | $81,557 | $85,766-4.9% | $136,294-40.2% | $70,131+16.3% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.1pp | 69.5%-12.8pp |
| Annual return | 20.37% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,381 | $2,966-53.5% | $4,695-70.6% | $2,342-41.1% |
| Participant deferral / active EE | $5,992 | $5,051+18.6% | $6,247-4.1% | $3,332+79.9% |
| Admin fee / account holder | $879 | $5,420-83.8% | $9,243-90.5% | $4,645-81.1% |