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 | $106,092 | $226,064-53.1% | $182,532-41.9% | $152,861-30.6% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 14.38% | 192.51%-178.1pp | 148.54%-134.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,063 | $4,978-78.6% | $4,076-73.9% | $4,762-77.7% |
| Participant deferral / active EE | $5,527 | $6,368-13.2% | $5,5240% | $5,850-5.5% |
| Admin fee / account holder | $473 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |