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 | $100,847 | $85,766+17.6% | $136,294-26.0% | $70,131+43.8% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 30.88% | 31.45%-0.6pp | 5155.94%-5125.1pp | 73.14%-42.3pp |
| Employer contribution / active EE | $1,380 | $2,966-53.5% | $4,695-70.6% | $2,342-41.1% |
| Participant deferral / active EE | $2,304 | $5,051-54.4% | $6,247-63.1% | $3,332-30.8% |
| Admin fee / account holder | $661 | $5,420-87.8% | $9,243-92.9% | $4,645-85.8% |