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 | $58,264 | $201,272-71.1% | $184,203-68.4% | $145,922-60.1% |
| Participation rate | 52.9% | 87.5%-34.5pp | 86.8%-33.9pp | 80.3%-27.3pp |
| Annual return | 14.01% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,700 | $7,022-47.3% | $6,427-42.4% | $4,660-20.6% |
| Participant deferral / active EE | $5,566 | $9,806-43.2% | $9,131-39.0% | $6,688-16.8% |
| Admin fee / account holder | $7,037 | $16,364-57.0% | $13,901-49.4% | $13,397-47.5% |