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 | $78,595 | $111,535-29.5% | $105,223-25.3% | $137,256-42.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 14.12% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,555 | $3,939-60.5% | $3,689-57.9% | $4,156-62.6% |
| Participant deferral / active EE | $4,495 | $5,500-18.3% | $5,072-11.4% | $6,407-29.8% |
| Admin fee / account holder | $826 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |