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 | $67,215 | $175,202-61.6% | $149,673-55.1% | $139,434-51.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.73% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,759 | $5,474-49.6% | $4,818-42.7% | $4,751-41.9% |
| Participant deferral / active EE | $4,688 | $6,519-28.1% | $5,680-17.5% | $6,710-30.1% |
| Admin fee / account holder | $1,757 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |