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 | $62,857 | $202,432-68.9% | $169,368-62.9% | $139,434-54.9% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 10.43% | 531.74%-521.3pp | 405.60%-395.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $715 | $4,692-84.8% | $4,013-82.2% | $4,751-85.0% |
| Participant deferral / active EE | $1,619 | $6,938-76.7% | $6,221-74.0% | $6,710-75.9% |
| Admin fee / account holder | $5,310 | $10,708-50.4% | $9,003-41.0% | $11,403-53.4% |