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 | $76,998 | $157,256-51.0% | $141,162-45.5% | $152,861-49.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 21.08% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,832 | $5,261-65.2% | $4,735-61.3% | $4,762-61.5% |
| Participant deferral / active EE | $4,456 | $7,109-37.3% | $6,709-33.6% | $5,850-23.8% |
| Admin fee / account holder | $17,056 | $12,120+40.7% | $10,261+66.2% | $11,596+47.1% |