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 | $41,660 | $159,901-73.9% | $146,958-71.7% | $145,922-71.5% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 15.45% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,086 | $5,286-22.7% | $4,933-17.2% | $4,660-12.3% |
| Participant deferral / active EE | $4,623 | $8,428-45.1% | $8,070-42.7% | $6,688-30.9% |
| Admin fee / account holder | $2,265 | $15,044-84.9% | $12,998-82.6% | $13,397-83.1% |