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 | $54,469 | $148,534-63.3% | $135,903-59.9% | $139,434-60.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.38% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,809 | $5,243-46.4% | $4,856-42.2% | $4,751-40.9% |
| Participant deferral / active EE | $4,621 | $8,100-42.9% | $7,758-40.4% | $6,710-31.1% |
| Admin fee / account holder | $680 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |