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 | $90,181 | $232,540-61.2% | $185,117-51.3% | $147,584-38.9% |
| Participation rate | 46.7% | 82.4%-35.7pp | 77.3%-30.6pp | 82.8%-36.2pp |
| Annual return | 15.01% | 43.03%-28.0pp | 40.50%-25.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,198 | $5,195-76.9% | $4,182-71.3% | $4,876-75.4% |
| Participant deferral / active EE | $2,602 | $5,834-55.4% | $5,045-48.4% | $5,439-52.2% |
| Admin fee / account holder | $1,425 | $10,275-86.1% | $8,159-82.5% | $10,885-86.9% |