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 | $70,246 | $178,174-60.6% | $156,181-55.0% | $137,256-48.8% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 36.69% | 84.19%-47.5pp | 64.87%-28.2pp | 220.34%-183.6pp |
| Employer contribution / active EE | $1,500 | $4,972-69.8% | $4,294-65.1% | $4,156-63.9% |
| Participant deferral / active EE | $2,524 | $6,888-63.4% | $6,132-58.8% | $6,407-60.6% |
| Admin fee / account holder | $6,941 | $17,404-60.1% | $14,586-52.4% | $12,270-43.4% |