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 | $106,566 | $165,335-35.5% | $149,696-28.8% | $158,922-32.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.35% | 348.15%-338.8pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,133 | $5,103-58.2% | $4,644-54.1% | $4,761-55.2% |
| Participant deferral / active EE | $6,900 | $7,181-3.9% | $6,842+0.9% | $5,982+15.3% |
| Admin fee / account holder | $13,281 | $10,807+22.9% | $9,309+42.7% | $11,246+18.1% |