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 | $74,034 | $209,411-64.6% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 20.90% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,504 | $5,706-38.6% | $5,011-30.1% | $4,761-26.4% |
| Participant deferral / active EE | $3,612 | $5,954-39.3% | $5,202-30.6% | $5,982-39.6% |
| Admin fee / account holder | $5,102 | $17,074-70.1% | $13,984-63.5% | $11,246-54.6% |