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 | $87,694 | $148,534-41.0% | $135,903-35.5% | $139,434-37.1% |
| Participation rate | 38.9% | 83.9%-45.0pp | 81.9%-43.0pp | 80.3%-41.4pp |
| Annual return | 13.35% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,161 | $5,243-77.9% | $4,856-76.1% | $4,751-75.6% |
| Participant deferral / active EE | $3,124 | $8,100-61.4% | $7,758-59.7% | $6,710-53.4% |
| Admin fee / account holder | $4,972 | $12,400-59.9% | $10,762-53.8% | $11,403-56.4% |