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 | $26,803 | $159,901-83.2% | $146,958-81.8% | $145,922-81.6% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 10.03% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,461 | $5,286-72.4% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $6,224 | $8,428-26.2% | $8,070-22.9% | $6,688-6.9% |
| Admin fee / account holder | $2,894 | $15,044-80.8% | $12,998-77.7% | $13,397-78.4% |