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 | $108,684 | $177,572-38.8% | $154,803-29.8% | $142,382-23.7% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.1%-25.9pp | 80.1%-27.9pp |
| Annual return | 13.40% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,679 | $4,810-65.1% | $4,305-61.0% | $4,299-61.0% |
| Participant deferral / active EE | $2,256 | $6,272-64.0% | $5,540-59.3% | $6,507-65.3% |
| Admin fee / account holder | $519 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |