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 | $90,973 | $175,202-48.1% | $149,673-39.2% | $139,434-34.8% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 31.28% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,182 | $5,474-78.4% | $4,818-75.5% | $4,751-75.1% |
| Participant deferral / active EE | $1,938 | $6,519-70.3% | $5,680-65.9% | $6,710-71.1% |
| Admin fee / account holder | $2,154 | $16,150-86.7% | $13,210-83.7% | $11,403-81.1% |