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 | $106,046 | $165,335-35.9% | $149,696-29.2% | $158,922-33.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 20.99% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $976 | $5,103-80.9% | $4,644-79.0% | $4,761-79.5% |
| Participant deferral / active EE | $3,969 | $7,181-44.7% | $6,842-42.0% | $5,982-33.6% |
| Admin fee / account holder | $1,055 | $10,807-90.2% | $9,309-88.7% | $11,246-90.6% |