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 | $66,733 | $178,174-62.5% | $156,181-57.3% | $137,256-51.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 10.72% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,440 | $4,972-71.0% | $4,294-66.5% | $4,156-65.4% |
| Participant deferral / active EE | $2,479 | $6,888-64.0% | $6,132-59.6% | $6,407-61.3% |
| Admin fee / account holder | $59,392 | $17,404+241.3% | $14,586+307.2% | $12,270+384.0% |