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 | $83,413 | $210,648-60.4% | $177,989-53.1% | $145,922-42.8% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 13.36% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,010 | $4,565-77.9% | $3,949-74.4% | $4,660-78.3% |
| Participant deferral / active EE | $2,271 | $6,958-67.4% | $6,276-63.8% | $6,688-66.0% |
| Admin fee / account holder | $1,064 | $12,013-91.1% | $10,363-89.7% | $13,397-92.1% |