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 | $80,486 | $165,335-51.3% | $149,696-46.2% | $158,922-49.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.49% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,385 | $5,103-72.9% | $4,644-70.2% | $4,761-70.9% |
| Participant deferral / active EE | $6,407 | $7,181-10.8% | $6,842-6.4% | $5,982+7.1% |
| Admin fee / account holder | $13,296 | $10,807+23.0% | $9,309+42.8% | $11,246+18.2% |