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 | $50,305 | $177,572-71.7% | $154,803-67.5% | $142,382-64.7% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 13.71% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,879 | $4,810-60.9% | $4,305-56.4% | $4,299-56.3% |
| Participant deferral / active EE | $3,145 | $6,272-49.9% | $5,540-43.2% | $6,507-51.7% |
| Admin fee / account holder | $1,525 | $16,786-90.9% | $14,329-89.4% | $12,624-87.9% |