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 | $84,012 | $197,591-57.5% | $177,821-52.8% | $158,922-47.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 18.47% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,020 | $6,697-69.8% | $5,918-65.9% | $4,761-57.6% |
| Participant deferral / active EE | $3,404 | $8,405-59.5% | $7,714-55.9% | $5,982-43.1% |
| Admin fee / account holder | $712 | $15,399-95.4% | $12,427-94.3% | $11,246-93.7% |