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 | $36,802 | $183,519-79.9% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,061 | $5,313-80.0% | $4,672-77.3% | $4,660-77.2% |
| Participant deferral / active EE | $2,788 | $6,462-56.9% | $5,626-50.4% | $6,688-58.3% |
| Admin fee / account holder | $10,566 | $19,313-45.3% | $15,912-33.6% | $13,397-21.1% |