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 | $79,960 | $159,934-50.0% | $147,005-45.6% | $145,959-45.2% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 17.14% | 98.24%-81.1pp | 418.76%-401.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,934 | $5,287-63.4% | $4,934-60.8% | $4,661-58.5% |
| Participant deferral / active EE | $4,187 | $8,427-50.3% | $8,070-48.1% | $6,689-37.4% |
| Admin fee / account holder | $8,412 | $15,053-44.1% | $13,006-35.3% | $13,398-37.2% |