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 | $67,932 | $165,335-58.9% | $149,696-54.6% | $158,922-57.3% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 17.01% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,367 | $5,103-53.6% | $4,644-49.0% | $4,761-50.3% |
| Participant deferral / active EE | $4,764 | $7,181-33.7% | $6,842-30.4% | $5,982-20.4% |
| Admin fee / account holder | $693 | $10,807-93.6% | $9,309-92.6% | $11,246-93.8% |