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 | $90,302 | $165,335-45.4% | $149,696-39.7% | $158,922-43.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.27% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,577 | $5,103-69.1% | $4,644-66.0% | $4,761-66.9% |
| Participant deferral / active EE | $6,318 | $7,181-12.0% | $6,842-7.7% | $5,982+5.6% |
| Admin fee / account holder | $331 | $10,807-96.9% | $9,309-96.4% | $11,246-97.1% |