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 | $135,926 | $183,592-26.0% | $155,567-12.6% | $145,959-6.9% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 9.41% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,438 | $5,315-72.9% | $4,674-69.2% | $4,661-69.2% |
| Participant deferral / active EE | $3,364 | $6,464-48.0% | $5,628-40.2% | $6,689-49.7% |
| Admin fee / account holder | $13,757 | $19,318-28.8% | $15,916-13.6% | $13,398+2.7% |