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 | $97,316 | $115,770-15.9% | $101,248-3.9% | $158,922-38.8% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.8%-46.4pp | 82.0%-52.5pp |
| Annual return | 20.08% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,108 | $4,175-73.5% | $3,660-69.7% | $4,761-76.7% |
| Participant deferral / active EE | $3,554 | $4,957-28.3% | $4,370-18.7% | $5,982-40.6% |
| Admin fee / account holder | $5,184 | $7,245-28.4% | $5,945-12.8% | $11,246-53.9% |