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 | $83,155 | $107,334-22.5% | $92,893-10.5% | $152,861-45.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 17.89% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $8,279 | $4,221+96.1% | $3,653+126.6% | $4,762+73.8% |
| Participant deferral / active EE | $4,214 | $4,845-13.0% | $4,236-0.5% | $5,850-28.0% |
| Admin fee / account holder | $892 | $7,079-87.4% | $5,794-84.6% | $11,596-92.3% |