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 8-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 | $74,242 | $165,335-55.1% | $149,696-50.4% | $158,922-53.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 9.61% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,875 | $5,103-43.7% | $4,644-38.1% | $4,761-39.6% |
| Participant deferral / active EE | $3,363 | $7,181-53.2% | $6,842-50.8% | $5,982-43.8% |
| Admin fee / account holder | $407 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |