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 | $78,321 | $165,335-52.6% | $149,696-47.7% | $158,922-50.7% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 11.85% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,060 | $5,103-79.2% | $4,644-77.2% | $4,761-77.7% |
| Participant deferral / active EE | $3,122 | $7,181-56.5% | $6,842-54.4% | $5,982-47.8% |
| Admin fee / account holder | $968 | $10,807-91.0% | $9,309-89.6% | $11,246-91.4% |