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 | $62,292 | $232,540-73.2% | $185,117-66.3% | $147,584-57.8% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 14.23% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,192 | $5,195-57.8% | $4,182-47.6% | $4,876-55.0% |
| Participant deferral / active EE | $2,192 | $5,834-62.4% | $5,045-56.5% | $5,439-59.7% |
| Admin fee / account holder | $723 | $10,275-93.0% | $8,159-91.1% | $10,885-93.4% |