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 | $77,111 | $177,572-56.6% | $154,803-50.2% | $142,382-45.8% |
| Participation rate | 35.7% | 82.1%-46.3pp | 78.1%-42.4pp | 80.1%-44.4pp |
| Annual return | 13.54% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,435 | $4,810-70.2% | $4,305-66.7% | $4,299-66.6% |
| Participant deferral / active EE | $3,040 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $12,247 | $16,786-27.0% | $14,329-14.5% | $12,624-3.0% |