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 | $114,703 | $165,335-30.6% | $149,696-23.4% | $158,922-27.8% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 18.34% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,922 | $5,103-62.3% | $4,644-58.6% | $4,761-59.6% |
| Participant deferral / active EE | $5,913 | $7,181-17.7% | $6,842-13.6% | $5,982-1.2% |
| Admin fee / account holder | $382 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |