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 | $100,262 | $162,781-38.4% | $133,956-25.2% | $158,922-36.9% |
| Participation rate | 59.1% | 83.2%-24.1pp | 79.8%-20.7pp | 82.0%-22.9pp |
| Annual return | 15.26% | 41.94%-26.7pp | 45.09%-29.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,337 | $4,975-73.1% | $3,919-65.9% | $4,761-71.9% |
| Participant deferral / active EE | $4,139 | $5,911-30.0% | $5,048-18.0% | $5,982-30.8% |
| Admin fee / account holder | $603 | $11,736-94.9% | $8,927-93.2% | $11,246-94.6% |