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 | $51,222 | $117,381-56.4% | $99,443-48.5% | $152,861-66.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 20.33% | 31.87%-11.5pp | 30.72%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,255 | $3,013-58.3% | $2,540-50.6% | $4,762-73.7% |
| Participant deferral / active EE | $3,346 | $4,086-18.1% | $3,619-7.5% | $5,850-42.8% |
| Admin fee / account holder | $1,329 | $7,631-82.6% | $6,250-78.7% | $11,596-88.5% |