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 | $89,420 | $209,411-57.3% | $178,490-49.9% | $158,922-43.7% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 9.70% | 188.75%-179.0pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,723 | $5,706-52.3% | $5,011-45.7% | $4,761-42.8% |
| Participant deferral / active EE | $5,906 | $5,954-0.8% | $5,202+13.5% | $5,982-1.3% |
| Admin fee / account holder | $486 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |