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 | $71,353 | $112,096-36.3% | $95,952-25.6% | $158,922-55.1% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 9.01% | 171.09%-162.1pp | 91.61%-82.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,213 | $3,198-62.1% | $2,541-52.3% | $4,761-74.5% |
| Participant deferral / active EE | $1,844 | $4,784-61.5% | $4,167-55.7% | $5,982-69.2% |
| Admin fee / account holder | $6,139 | $10,130-39.4% | $6,795-9.7% | $11,246-45.4% |