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 | $88,217 | $210,698-58.1% | $178,014-50.4% | $145,959-39.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.11% | 386.27%-367.2pp | 294.80%-275.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $2,203 | $4,567-51.8% | $3,950-44.2% | $4,661-52.7% |
| Participant deferral / active EE | $2,288 | $6,958-67.1% | $6,276-63.5% | $6,689-65.8% |
| Admin fee / account holder | $1,337 | $12,016-88.9% | $10,362-87.1% | $13,398-90.0% |