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 | $96,869 | $183,963-47.3% | $162,163-40.3% | $152,861-36.6% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.4%-38.0pp |
| Annual return | 14.84% | 150.76%-135.9pp | 115.59%-100.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,757 | $6,371-56.7% | $5,614-50.9% | $4,762-42.1% |
| Participant deferral / active EE | $3,278 | $8,034-59.2% | $7,298-55.1% | $5,850-44.0% |
| Admin fee / account holder | $5,379 | $13,121-59.0% | $10,843-50.4% | $11,596-53.6% |