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 | $44,863 | $133,922-66.5% | $116,228-61.4% | $142,382-68.5% |
| Participation rate | 34.8% | 77.9%-43.1pp | 74.6%-39.8pp | 80.1%-45.3pp |
| Annual return | 10.73% | 147.76%-137.0pp | 90.06%-79.3pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,199 | $3,446-65.2% | $2,994-59.9% | $4,299-72.1% |
| Participant deferral / active EE | $1,605 | $5,672-71.7% | $4,953-67.6% | $6,507-75.3% |
| Admin fee / account holder | $9,465 | $14,945-36.7% | $11,989-21.1% | $12,624-25.0% |