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 | $86,551 | $163,101-46.9% | $136,749-36.7% | $142,382-39.2% |
| Participation rate | 64.7% | 78.2%-13.5pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 15.27% | 27.54%-12.3pp | 24.33%-9.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,632 | $4,117-60.3% | $3,400-52.0% | $4,299-62.0% |
| Participant deferral / active EE | $2,240 | $5,585-59.9% | $4,692-52.3% | $6,507-65.6% |
| Admin fee / account holder | $1,588 | $14,318-88.9% | $11,386-86.1% | $12,624-87.4% |