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 | $64,471 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 34.8% | 78.1%-43.4pp | 75.1%-40.3pp | 80.1%-45.3pp |
| Annual return | 15.43% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,106 | $4,015-72.5% | $3,754-70.5% | $4,299-74.3% |
| Participant deferral / active EE | $2,163 | $5,564-61.1% | $5,116-57.7% | $6,507-66.8% |
| Admin fee / account holder | $7,850 | $9,860-20.4% | $8,919-12.0% | $12,624-37.8% |