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 | $98,489 | $210,648-53.2% | $177,989-44.7% | $145,922-32.5% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-21.9pp |
| Annual return | 11.71% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,673 | $4,565-63.4% | $3,949-57.6% | $4,660-64.1% |
| Participant deferral / active EE | $2,849 | $6,958-59.1% | $6,276-54.6% | $6,688-57.4% |
| Admin fee / account holder | $13,670 | $12,013+13.8% | $10,363+31.9% | $13,397+2.0% |