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 | $90,011 | $155,788-42.2% | $124,672-27.8% | $167,490-46.3% |
| Participation rate | 62.5% | 81.1%-18.6pp | 74.6%-12.1pp | 82.1%-19.6pp |
| Annual return | 10.07% | 17.97%-7.9pp | 5142.93%-5132.9pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,200 | $4,163-47.1% | $3,324-33.8% | $4,837-54.5% |
| Participant deferral / active EE | $5,277 | $5,673-7.0% | $4,614+14.4% | $6,341-16.8% |
| Admin fee / account holder | $1,547 | $9,531-83.8% | $7,493-79.4% | $12,309-87.4% |