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 | $60,166 | $217,402-72.3% | $185,823-67.6% | $167,490-64.1% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 28.55% | 148.36%-119.8pp | 122.05%-93.5pp | 478.56%-450.0pp |
| Employer contribution / active EE | $1,933 | $5,873-67.1% | $5,167-62.6% | $4,837-60.0% |
| Participant deferral / active EE | $3,437 | $6,356-45.9% | $5,568-38.3% | $6,341-45.8% |
| Admin fee / account holder | $3,924 | $19,811-80.2% | $16,237-75.8% | $12,309-68.1% |