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 | $57,791 | $171,164-66.2% | $127,761-54.8% | $152,861-62.2% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.0%-15.4pp | 82.4%-18.8pp |
| Annual return | 13.43% | 23.54%-10.1pp | 26.14%-12.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,853 | $5,447-66.0% | $4,574-59.5% | $4,762-61.1% |
| Participant deferral / active EE | $2,328 | $7,038-66.9% | $6,021-61.3% | $5,850-60.2% |
| Admin fee / account holder | $14,898 | $14,530+2.5% | $9,395+58.6% | $11,596+28.5% |