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 | $29,292 | $165,335-82.3% | $149,696-80.4% | $158,922-81.6% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 13.40% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,515 | $5,103-70.3% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $6,262 | $7,181-12.8% | $6,842-8.5% | $5,982+4.7% |
| Admin fee / account holder | $18,412 | $10,807+70.4% | $9,309+97.8% | $11,246+63.7% |