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 | $93,978 | $232,540-59.6% | $185,117-49.2% | $147,584-36.3% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 18.71% | 43.03%-24.3pp | 40.50%-21.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,227 | $5,195-76.4% | $4,182-70.6% | $4,876-74.8% |
| Participant deferral / active EE | $2,455 | $5,834-57.9% | $5,045-51.3% | $5,439-54.9% |
| Admin fee / account holder | $4,451 | $10,275-56.7% | $8,159-45.5% | $10,885-59.1% |