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 | $77,341 | $165,335-53.2% | $149,696-48.3% | $158,922-51.3% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 13.72% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,800 | $5,103-64.7% | $4,644-61.2% | $4,761-62.2% |
| Participant deferral / active EE | $5,790 | $7,181-19.4% | $6,842-15.4% | $5,982-3.2% |
| Admin fee / account holder | $3,051 | $10,807-71.8% | $9,309-67.2% | $11,246-72.9% |