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 | $142,982 | $165,335-13.5% | $149,696-4.5% | $158,922-10.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 9.50% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,266 | $5,103-75.2% | $4,644-72.7% | $4,761-73.4% |
| Participant deferral / active EE | $5,601 | $7,181-22.0% | $6,842-18.1% | $5,982-6.4% |
| Admin fee / account holder | $1,567 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |