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 | $88,928 | $176,056-49.5% | $159,436-44.2% | $167,490-46.9% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 15.81% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,263 | $5,297-76.1% | $4,829-73.8% | $4,837-73.9% |
| Participant deferral / active EE | $4,999 | $7,750-35.5% | $7,352-32.0% | $6,341-21.2% |
| Admin fee / account holder | $7,623 | $12,554-39.3% | $10,799-29.4% | $12,309-38.1% |