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 | $90,612 | $217,402-58.3% | $185,823-51.2% | $167,490-45.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.85% | 148.36%-134.5pp | 122.05%-108.2pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,754 | $5,873-70.1% | $5,167-66.1% | $4,837-63.7% |
| Participant deferral / active EE | $3,908 | $6,356-38.5% | $5,568-29.8% | $6,341-38.4% |
| Admin fee / account holder | $11,678 | $19,811-41.1% | $16,237-28.1% | $12,309-5.1% |