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 | $77,002 | $183,519-58.0% | $155,509-50.5% | $145,922-47.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 21.17% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,411 | $5,313-54.6% | $4,672-48.4% | $4,660-48.3% |
| Participant deferral / active EE | $7,040 | $6,462+8.9% | $5,626+25.1% | $6,688+5.3% |
| Admin fee / account holder | $11,944 | $19,313-38.2% | $15,912-24.9% | $13,397-10.8% |