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 | $92,304 | $102,966-10.4% | $90,281+2.2% | $152,861-39.6% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.4%-29.5pp |
| Annual return | 13.69% | 95.16%-81.5pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,625 | $3,139-48.2% | $2,854-43.1% | $4,762-65.9% |
| Participant deferral / active EE | $3,904 | $4,281-8.8% | $3,885+0.5% | $5,850-33.3% |
| Admin fee / account holder | $553 | $6,171-91.0% | $5,351-89.7% | $11,596-95.2% |