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 | $147,986 | $228,332-35.2% | $185,823-20.4% | $158,922-6.9% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 15.16% | 40.80%-25.6pp | 35.95%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,509 | $4,967-69.6% | $4,087-63.1% | $4,761-68.3% |
| Participant deferral / active EE | $2,595 | $6,415-59.6% | $5,632-53.9% | $5,982-56.6% |
| Admin fee / account holder | $5,055 | $11,864-57.4% | $9,500-46.8% | $11,246-55.1% |