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 | $41,799 | $165,335-74.7% | $149,696-72.1% | $158,922-73.7% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 20.10% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $6,258 | $5,103+22.6% | $4,644+34.7% | $4,761+31.4% |
| Participant deferral / active EE | $5,033 | $7,181-29.9% | $6,842-26.4% | $5,982-15.9% |
| Admin fee / account holder | $1,925 | $10,807-82.2% | $9,309-79.3% | $11,246-82.9% |