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 7-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 | $90,062 | $159,901-43.7% | $146,958-38.7% | $145,922-38.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.09% | 98.13%-88.0pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,649 | $5,286-68.8% | $4,933-66.6% | $4,660-64.6% |
| Participant deferral / active EE | $5,321 | $8,428-36.9% | $8,070-34.1% | $6,688-20.4% |
| Admin fee / account holder | $1,189 | $15,044-92.1% | $12,998-90.9% | $13,397-91.1% |