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 | $62,008 | $126,574-51.0% | $106,213-41.6% | $145,922-57.5% |
| Participation rate | 61.1% | 77.6%-16.5pp | 75.3%-14.2pp | 80.3%-19.2pp |
| Annual return | 14.21% | 224.79%-210.6pp | 116.14%-101.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,229 | $3,730-67.1% | $3,171-61.3% | $4,660-73.6% |
| Participant deferral / active EE | $2,280 | $5,724-60.2% | $5,016-54.6% | $6,688-65.9% |
| Admin fee / account holder | $6,294 | $17,304-63.6% | $11,033-43.0% | $13,397-53.0% |