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 | $74,272 | $77,899-4.7% | $149,673-50.4% | $75,163-1.2% |
| Participation rate | 24.2% | 65.6%-41.3pp | 78.8%-54.5pp | 67.2%-42.9pp |
| Annual return | 22.84% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,161 | $3,137-63.0% | $4,818-75.9% | $2,670-56.5% |
| Participant deferral / active EE | $1,329 | $3,411-61.0% | $5,680-76.6% | $4,125-67.8% |
| Admin fee / account holder | $2,443 | $5,956-59.0% | $13,210-81.5% | $5,651-56.8% |