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 | $102,702 | $112,881-9.0% | $90,951+12.9% | $158,922-35.4% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 8.49% | 215.79%-207.3pp | 134.60%-126.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,521 | $2,893-47.4% | $2,122-28.3% | $4,761-68.0% |
| Participant deferral / active EE | $2,401 | $4,128-41.8% | $3,373-28.8% | $5,982-59.9% |
| Admin fee / account holder | $3,153 | $8,041-60.8% | $5,959-47.1% | $11,246-72.0% |