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 | $114,566 | $133,922-14.5% | $116,228-1.4% | $142,382-19.5% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.6%-38.2pp | 80.1%-43.8pp |
| Annual return | 12.82% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $951 | $3,446-72.4% | $2,994-68.2% | $4,299-77.9% |
| Participant deferral / active EE | $3,814 | $5,672-32.8% | $4,953-23.0% | $6,507-41.4% |
| Admin fee / account holder | $611 | $14,945-95.9% | $11,989-94.9% | $12,624-95.2% |