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 | $43,649 | $180,449-75.8% | $154,107-71.7% | $135,375-67.8% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | 4.35% | 888.09%-883.7pp | 735.12%-730.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $1,802 | $6,035-70.1% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $4,397 | $5,806-24.3% | $5,081-13.4% | $5,609-21.6% |
| Admin fee / account holder | $1,562 | $16,143-90.3% | $13,411-88.4% | $10,827-85.6% |