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 | $106,874 | $172,111-37.9% | $150,298-28.9% | $137,256-22.1% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 14.44% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,129 | $4,636-54.1% | $4,154-48.8% | $4,156-48.8% |
| Participant deferral / active EE | $2,864 | $6,166-53.5% | $5,453-47.5% | $6,407-55.3% |
| Admin fee / account holder | $2,693 | $16,471-83.6% | $14,116-80.9% | $12,270-78.1% |