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 | $116,484 | $202,432-42.5% | $169,368-31.2% | $139,434-16.5% |
| Participation rate | 47.6% | 81.1%-33.4pp | 77.1%-29.5pp | 80.3%-32.7pp |
| Annual return | 11.20% | 531.74%-520.5pp | 405.60%-394.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,204 | $4,692-74.4% | $4,013-70.0% | $4,751-74.7% |
| Participant deferral / active EE | $1,604 | $6,938-76.9% | $6,221-74.2% | $6,710-76.1% |
| Admin fee / account holder | $12,777 | $10,708+19.3% | $9,003+41.9% | $11,403+12.1% |