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 | $62,677 | $176,056-64.4% | $159,436-60.7% | $167,490-62.6% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 10.88% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,380 | $5,297-74.0% | $4,829-71.4% | $4,837-71.5% |
| Participant deferral / active EE | $2,954 | $7,750-61.9% | $7,352-59.8% | $6,341-53.4% |
| Admin fee / account holder | $17,348 | $12,554+38.2% | $10,799+60.7% | $12,309+40.9% |