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 | $62,840 | $165,335-62.0% | $149,696-58.0% | $158,922-60.5% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 25.77% | 348.15%-322.4pp | 276.60%-250.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,178 | $5,103-76.9% | $4,644-74.6% | $4,761-75.3% |
| Participant deferral / active EE | $5,019 | $7,181-30.1% | $6,842-26.6% | $5,982-16.1% |
| Admin fee / account holder | $5,743 | $10,807-46.9% | $9,309-38.3% | $11,246-48.9% |