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 | $63,769 | $177,572-64.1% | $154,803-58.8% | $142,382-55.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,333 | $4,810-72.3% | $4,305-69.0% | $4,299-69.0% |
| Participant deferral / active EE | $1,928 | $6,272-69.3% | $5,540-65.2% | $6,507-70.4% |
| Admin fee / account holder | $390 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |