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 | $68,041 | $97,744-30.4% | $103,476-34.2% | $145,922-53.4% |
| Participation rate | 61.5% | 81.1%-19.6pp | 80.5%-19.0pp | 80.3%-18.7pp |
| Annual return | 13.45% | 25.41%-12.0pp | 23.90%-10.5pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,036 | $4,677-56.5% | $4,672-56.4% | $4,660-56.3% |
| Participant deferral / active EE | $3,270 | $6,603-50.5% | $6,623-50.6% | $6,688-51.1% |
| Admin fee / account holder | $8,772 | $12,515-29.9% | $9,413-6.8% | $13,397-34.5% |