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 | $94,595 | $202,432-53.3% | $169,368-44.1% | $139,434-32.2% |
| Participation rate | 52.4% | 81.1%-28.7pp | 77.1%-24.8pp | 80.3%-27.9pp |
| Annual return | 14.42% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,198 | $4,692-53.2% | $4,013-45.2% | $4,751-53.7% |
| Participant deferral / active EE | $3,522 | $6,938-49.2% | $6,221-43.4% | $6,710-47.5% |
| Admin fee / account holder | $1,554 | $10,708-85.5% | $9,003-82.7% | $11,403-86.4% |