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 | $89,068 | $165,335-46.1% | $149,696-40.5% | $158,922-44.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.97% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,926 | $5,103-42.7% | $4,644-37.0% | $4,761-38.5% |
| Participant deferral / active EE | $4,654 | $7,181-35.2% | $6,842-32.0% | $5,982-22.2% |
| Admin fee / account holder | $4,130 | $10,807-61.8% | $9,309-55.6% | $11,246-63.3% |