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 | $81,194 | $165,335-50.9% | $149,696-45.8% | $158,922-48.9% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 27.39% | 348.15%-320.8pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,921 | $5,103-42.8% | $4,644-37.1% | $4,761-38.6% |
| Participant deferral / active EE | $10,110 | $7,181+40.8% | $6,842+47.8% | $5,982+69.0% |
| Admin fee / account holder | $444 | $10,807-95.9% | $9,309-95.2% | $11,246-96.1% |