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 | $117,704 | $165,335-28.8% | $149,696-21.4% | $158,922-25.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 11.65% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,198 | $5,103-56.9% | $4,644-52.7% | $4,761-53.8% |
| Participant deferral / active EE | $3,446 | $7,181-52.0% | $6,842-49.6% | $5,982-42.4% |
| Admin fee / account holder | $674 | $10,807-93.8% | $9,309-92.8% | $11,246-94.0% |