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 | $100,924 | $209,411-51.8% | $178,490-43.5% | $158,922-36.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.10% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,559 | $5,706-55.2% | $5,011-48.9% | $4,761-46.3% |
| Participant deferral / active EE | $5,231 | $5,954-12.1% | $5,202+0.6% | $5,982-12.6% |
| Admin fee / account holder | $842 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |