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 | $49,157 | $158,398-69.0% | $126,539-61.2% | $142,382-65.5% |
| Participation rate | 31.6% | 75.8%-44.2pp | 69.8%-38.2pp | 80.1%-48.5pp |
| Annual return | 18.18% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,279 | $4,650-72.5% | $3,674-65.2% | $4,299-70.2% |
| Participant deferral / active EE | $3,735 | $4,767-21.6% | $4,083-8.5% | $6,507-42.6% |
| Admin fee / account holder | $7,815 | $6,918+13.0% | $6,065+28.9% | $12,624-38.1% |