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 | $84,170 | $89,355-5.8% | $141,162-40.4% | $72,985+15.3% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 25.90% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $871 | $3,114-72.0% | $4,735-81.6% | $2,440-64.3% |
| Participant deferral / active EE | $5,319 | $5,418-1.8% | $6,709-20.7% | $3,607+47.5% |
| Admin fee / account holder | $5,208 | $5,958-12.6% | $10,261-49.2% | $5,124+1.6% |