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 | $107,020 | $112,096-4.5% | $95,952+11.5% | $158,922-32.7% |
| Participation rate | 56.5% | 79.0%-22.5pp | 77.1%-20.6pp | 82.0%-25.4pp |
| Annual return | 11.60% | 171.09%-159.5pp | 91.61%-80.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $801 | $3,198-74.9% | $2,541-68.5% | $4,761-83.2% |
| Participant deferral / active EE | $1,669 | $4,784-65.1% | $4,167-60.0% | $5,982-72.1% |
| Admin fee / account holder | $7,158 | $10,130-29.3% | $6,795+5.3% | $11,246-36.3% |