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 | $77,805 | $160,055-51.4% | $140,016-44.4% | $135,375-42.5% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | 7.87% | 911.38%-903.5pp | 651.12%-643.2pp | 519.73%-511.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,142 | $7,642-32.7% | $6,927-25.8% | $5,609-8.3% |
| Admin fee / account holder | $2,733 | $13,328-79.5% | $10,705-74.5% | $10,827-74.8% |