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 | $86,897 | $114,047-23.8% | $96,139-9.6% | $167,490-48.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 10.75% | 189.88%-179.1pp | 191.94%-181.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,490 | $3,427-27.4% | $2,797-11.0% | $4,837-48.5% |
| Participant deferral / active EE | $4,084 | $5,194-21.4% | $4,349-6.1% | $6,341-35.6% |
| Admin fee / account holder | $790 | $6,897-88.5% | $5,537-85.7% | $12,309-93.6% |