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 | $36,500 | $202,432-82.0% | $169,368-78.4% | $139,434-73.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.21% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,698 | $4,692-63.8% | $4,013-57.7% | $4,751-64.3% |
| Participant deferral / active EE | $2,535 | $6,938-63.5% | $6,221-59.3% | $6,710-62.2% |
| Admin fee / account holder | $3,439 | $10,708-67.9% | $9,003-61.8% | $11,403-69.8% |