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 | $64,492 | $111,754-42.3% | $103,333-37.6% | $145,922-55.8% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 11.77% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,315 | $4,212-68.8% | $3,868-66.0% | $4,660-71.8% |
| Participant deferral / active EE | $3,313 | $5,619-41.0% | $5,057-34.5% | $6,688-50.5% |
| Admin fee / account holder | $681 | $9,750-93.0% | $8,355-91.8% | $13,397-94.9% |