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 | $44,653 | $162,781-72.6% | $133,956-66.7% | $158,922-71.9% |
| Participation rate | 40.9% | 83.2%-42.3pp | 79.8%-38.9pp | 82.0%-41.0pp |
| Annual return | 11.16% | 41.94%-30.8pp | 45.09%-33.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,212 | $4,975-75.6% | $3,919-69.1% | $4,761-74.5% |
| Participant deferral / active EE | $1,888 | $5,911-68.1% | $5,048-62.6% | $5,982-68.4% |
| Admin fee / account holder | $3,739 | $11,736-68.1% | $8,927-58.1% | $11,246-66.7% |