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 | $70,807 | $148,534-52.3% | $135,903-47.9% | $139,434-49.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 22.24% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,635 | $5,243-68.8% | $4,856-66.3% | $4,751-65.6% |
| Participant deferral / active EE | $5,702 | $8,100-29.6% | $7,758-26.5% | $6,710-15.0% |
| Admin fee / account holder | $304 | $12,400-97.5% | $10,762-97.2% | $11,403-97.3% |