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 | $89,788 | $93,373-3.8% | $152,466-41.1% | $85,850+4.6% |
| Participation rate | 69.0% | 70.1%-1.1pp | 78.2%-9.2pp | 69.3%-0.3pp |
| Annual return | 20.41% | 21.84%-1.4pp | 757.33%-736.9pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1,980 | $2,996-33.9% | $4,327-54.2% | $2,565-22.8% |
| Participant deferral / active EE | $2,912 | $4,550-36.0% | $5,820-50.0% | $3,952-26.3% |
| Admin fee / account holder | $2,461 | $13,853-82.2% | $15,805-84.4% | $6,260-60.7% |