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 | $85,915 | $152,587-43.7% | $125,175-31.4% | $152,861-43.8% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.4%-19.3pp |
| Annual return | 25.79% | 54.84%-29.0pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,021 | $4,946-59.1% | $3,865-47.7% | $4,762-57.6% |
| Participant deferral / active EE | $5,506 | $5,868-6.2% | $4,937+11.5% | $5,850-5.9% |
| Admin fee / account holder | $3,893 | $13,434-71.0% | $9,702-59.9% | $11,596-66.4% |