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 | $81,806 | $198,466-58.8% | $170,442-52.0% | $147,584-44.6% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 21.68% | 257.29%-235.6pp | 205.93%-184.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,394 | $6,184-77.5% | $5,433-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $3,428 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $5,969 | $16,852-64.6% | $13,880-57.0% | $10,885-45.2% |