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 | $53,583 | $149,679-64.2% | $117,039-54.2% | $147,584-63.7% |
| Participation rate | 58.3% | 83.5%-25.2pp | 77.2%-18.9pp | 82.8%-24.5pp |
| Annual return | 15.37% | 19.31%-3.9pp | 18.95%-3.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,765 | $4,937-23.7% | $3,785-0.5% | $4,876-22.8% |
| Participant deferral / active EE | $4,881 | $4,912-0.6% | $3,929+24.2% | $5,439-10.3% |
| Admin fee / account holder | $5,921 | $7,856-24.6% | $5,974-0.9% | $10,885-45.6% |