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 | $91,106 | $165,984-45.1% | $164,813-44.7% | $145,922-37.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 23.74% | 100.03%-76.3pp | 69.93%-46.2pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,126 | $5,273-59.7% | $4,341-51.0% | $4,660-54.4% |
| Participant deferral / active EE | $4,893 | $6,959-29.7% | $6,031-18.9% | $6,688-26.8% |
| Admin fee / account holder | $1,286 | $16,648-92.3% | $12,690-89.9% | $13,397-90.4% |