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 | $90,335 | $126,574-28.6% | $106,213-14.9% | $145,922-38.1% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 11.45% | 224.79%-213.3pp | 116.14%-104.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,210 | $3,730-40.8% | $3,171-30.3% | $4,660-52.6% |
| Participant deferral / active EE | $5,340 | $5,724-6.7% | $5,016+6.5% | $6,688-20.1% |
| Admin fee / account holder | $2,201 | $17,304-87.3% | $11,033-80.0% | $13,397-83.6% |