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 | $70,594 | $111,535-36.7% | $105,223-32.9% | $137,256-48.6% |
| Participation rate | 26.1% | 78.1%-52.0pp | 75.0%-49.0pp | 80.0%-53.9pp |
| Annual return | 15.30% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,251 | $3,939-68.3% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $2,219 | $5,500-59.7% | $5,072-56.2% | $6,407-65.4% |
| Admin fee / account holder | $3,075 | $9,721-68.4% | $8,859-65.3% | $12,270-74.9% |