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 | $90,723 | $165,335-45.1% | $149,696-39.4% | $158,922-42.9% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 40.24% | 348.15%-307.9pp | 276.60%-236.4pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,146 | $5,103-57.9% | $4,644-53.8% | $4,761-54.9% |
| Participant deferral / active EE | $4,383 | $7,181-39.0% | $6,842-35.9% | $5,982-26.7% |
| Admin fee / account holder | $7,932 | $10,807-26.6% | $9,309-14.8% | $11,246-29.5% |