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 | $115,361 | $152,587-24.4% | $125,175-7.8% | $152,861-24.5% |
| Participation rate | 47.1% | 83.3%-36.3pp | 79.8%-32.7pp | 82.4%-35.4pp |
| Annual return | 24.70% | 54.84%-30.1pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,372 | $4,946-72.3% | $3,865-64.5% | $4,762-71.2% |
| Participant deferral / active EE | $2,744 | $5,868-53.2% | $4,937-44.4% | $5,850-53.1% |
| Admin fee / account holder | $8,923 | $13,434-33.6% | $9,702-8.0% | $11,596-23.1% |