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 | $81,511 | $172,478-52.7% | $145,661-44.0% | $142,382-42.8% |
| Participation rate | 69.6% | 80.1%-10.5pp | 77.2%-7.7pp | 80.1%-10.6pp |
| Annual return | 13.46% | 151.09%-137.6pp | 101.46%-88.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,527 | $4,899-68.8% | $4,238-64.0% | $4,299-64.5% |
| Participant deferral / active EE | $11,575 | $8,348+38.7% | $7,198+60.8% | $6,507+77.9% |
| Admin fee / account holder | $7,501 | $16,864-55.5% | $12,466-39.8% | $12,624-40.6% |