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 | $82,397 | $227,553-63.8% | $189,557-56.5% | $167,490-50.8% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.4%-13.4pp | 82.1%-17.1pp |
| Annual return | 41.50% | 78.40%-36.9pp | 64.17%-22.7pp | 478.56%-437.1pp |
| Employer contribution / active EE | $2,846 | $5,316-46.5% | $4,412-35.5% | $4,837-41.2% |
| Participant deferral / active EE | $4,883 | $7,002-30.3% | $6,174-20.9% | $6,341-23.0% |
| Admin fee / account holder | $2,424 | $11,878-79.6% | $9,807-75.3% | $12,309-80.3% |