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 | $72,029 | $111,724-35.5% | $93,606-23.1% | $145,922-50.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 13.55% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,022 | $3,090-34.5% | $2,420-16.4% | $4,660-56.6% |
| Participant deferral / active EE | $3,841 | $4,912-21.8% | $4,411-12.9% | $6,688-42.6% |
| Admin fee / account holder | $1,092 | $10,250-89.3% | $8,285-86.8% | $13,397-91.9% |