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 | $31,046 | $176,056-82.4% | $159,436-80.5% | $167,490-81.5% |
| Participation rate | 40.9% | 84.9%-44.0pp | 82.8%-41.9pp | 82.1%-41.2pp |
| Annual return | 19.79% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,844 | $5,297-65.2% | $4,829-61.8% | $4,837-61.9% |
| Participant deferral / active EE | $2,974 | $7,750-61.6% | $7,352-59.6% | $6,341-53.1% |
| Admin fee / account holder | $5,309 | $12,554-57.7% | $10,799-50.8% | $12,309-56.9% |