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 | $83,408 | $176,056-52.6% | $159,436-47.7% | $167,490-50.2% |
| Participation rate | 52.6% | 84.9%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 11.90% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,888 | $5,297-64.4% | $4,829-60.9% | $4,837-61.0% |
| Participant deferral / active EE | $2,950 | $7,750-61.9% | $7,352-59.9% | $6,341-53.5% |
| Admin fee / account holder | $613 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |