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 | $76,501 | $126,574-39.6% | $106,213-28.0% | $145,922-47.6% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 12.39% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,160 | $3,730-68.9% | $3,171-63.4% | $4,660-75.1% |
| Participant deferral / active EE | $6,879 | $5,724+20.2% | $5,016+37.2% | $6,688+2.9% |
| Admin fee / account holder | $1,235 | $17,304-92.9% | $11,033-88.8% | $13,397-90.8% |