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 | $118,352 | $162,781-27.3% | $133,956-11.6% | $158,922-25.5% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 19.76% | 41.94%-22.2pp | 45.09%-25.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,040 | $4,975-79.1% | $3,919-73.5% | $4,761-78.2% |
| Participant deferral / active EE | $2,080 | $5,911-64.8% | $5,048-58.8% | $5,982-65.2% |
| Admin fee / account holder | $3,353 | $11,736-71.4% | $8,927-62.4% | $11,246-70.2% |