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 | $94,664 | $176,056-46.2% | $159,436-40.6% | $167,490-43.5% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 13.14% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,160 | $5,297-40.3% | $4,829-34.6% | $4,837-34.7% |
| Participant deferral / active EE | $4,915 | $7,750-36.6% | $7,352-33.1% | $6,341-22.5% |
| Admin fee / account holder | $7,956 | $12,554-36.6% | $10,799-26.3% | $12,309-35.4% |