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 | $71,568 | $148,534-51.8% | $135,903-47.3% | $139,434-48.7% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 14.06% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,955 | $5,243-62.7% | $4,856-59.7% | $4,751-58.8% |
| Participant deferral / active EE | $4,443 | $8,100-45.1% | $7,758-42.7% | $6,710-33.8% |
| Admin fee / account holder | $4,843 | $12,400-60.9% | $10,762-55.0% | $11,403-57.5% |