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 | $78,470 | $102,966-23.8% | $90,281-13.1% | $152,861-48.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 11.06% | 95.16%-84.1pp | 78.10%-67.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,991 | $3,139-36.6% | $2,854-30.3% | $4,762-58.2% |
| Participant deferral / active EE | $2,966 | $4,281-30.7% | $3,885-23.7% | $5,850-49.3% |
| Admin fee / account holder | $5,058 | $6,171-18.0% | $5,351-5.5% | $11,596-56.4% |