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 | $77,664 | $179,726-56.8% | $156,263-50.3% | $142,382-45.5% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 17.17% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,724 | $5,069-66.0% | $4,333-60.2% | $4,299-59.9% |
| Participant deferral / active EE | $2,174 | $6,956-68.8% | $6,158-64.7% | $6,507-66.6% |
| Admin fee / account holder | $3,284 | $17,272-81.0% | $14,255-77.0% | $12,624-74.0% |