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 | $67,986 | $165,335-58.9% | $149,696-54.6% | $158,922-57.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 16.46% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,798 | $5,103-45.2% | $4,644-39.8% | $4,761-41.2% |
| Participant deferral / active EE | $4,455 | $7,181-38.0% | $6,842-34.9% | $5,982-25.5% |
| Admin fee / account holder | $6,708 | $10,807-37.9% | $9,309-27.9% | $11,246-40.4% |