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 | $107,276 | $144,119-25.6% | $117,854-9.0% | $147,584-27.3% |
| Participation rate | 52.2% | 83.4%-31.2pp | 79.7%-27.5pp | 82.8%-30.7pp |
| Annual return | 24.47% | 531.15%-506.7pp | 335.08%-310.6pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,632 | $4,896-66.7% | $3,786-56.9% | $4,876-66.5% |
| Participant deferral / active EE | $3,056 | $5,316-42.5% | $4,482-31.8% | $5,439-43.8% |
| Admin fee / account holder | $924 | $10,886-91.5% | $8,020-88.5% | $10,885-91.5% |