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 | $89,926 | $179,726-50.0% | $156,263-42.5% | $142,382-36.8% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 10.47% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,585 | $5,069-68.7% | $4,333-63.4% | $4,299-63.1% |
| Participant deferral / active EE | $3,991 | $6,956-42.6% | $6,158-35.2% | $6,507-38.7% |
| Admin fee / account holder | $3,027 | $17,272-82.5% | $14,255-78.8% | $12,624-76.0% |