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 | $74,804 | $78,705-5.0% | $117,854-36.5% | $70,131+6.7% |
| Participation rate | 65.3% | 73.2%-7.9pp | 79.7%-14.4pp | 69.5%-4.3pp |
| Annual return | 20.93% | 23.30%-2.4pp | 335.08%-314.1pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,091 | $2,223-6.0% | $3,786-44.8% | $2,342-10.8% |
| Participant deferral / active EE | $3,940 | $3,297+19.5% | $4,482-12.1% | $3,332+18.3% |
| Admin fee / account holder | $20,616 | $5,065+307.0% | $8,020+157.1% | $4,645+343.8% |