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 | $91,350 | $176,812-48.3% | $146,665-37.7% | $167,490-45.5% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 11.69% | 24.03%-12.3pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,853 | $5,160-64.1% | $4,136-55.2% | $4,837-61.7% |
| Participant deferral / active EE | $6,397 | $6,440-0.7% | $5,506+16.2% | $6,341+0.9% |
| Admin fee / account holder | $1,968 | $13,259-85.2% | $10,280-80.9% | $12,309-84.0% |