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 | $62,417 | $107,334-41.8% | $92,893-32.8% | $152,861-59.2% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 25.38% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $938 | $4,221-77.8% | $3,653-74.3% | $4,762-80.3% |
| Participant deferral / active EE | $2,565 | $4,845-47.1% | $4,236-39.5% | $5,850-56.2% |
| Admin fee / account holder | $1,423 | $7,079-79.9% | $5,794-75.4% | $11,596-87.7% |