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 | $90,819 | $105,998-14.3% | $92,233-1.5% | $147,584-38.5% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 13.25% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $948 | $4,333-78.1% | $3,679-74.2% | $4,876-80.6% |
| Participant deferral / active EE | $4,113 | $4,478-8.1% | $3,897+5.6% | $5,439-24.4% |
| Admin fee / account holder | $1,266 | $6,332-80.0% | $5,194-75.6% | $10,885-88.4% |