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 | $72,290 | $176,056-58.9% | $159,436-54.7% | $167,490-56.8% |
| Participation rate | 57.9% | 84.9%-27.0pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 10.24% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,439 | $5,297-72.8% | $4,829-70.2% | $4,837-70.2% |
| Participant deferral / active EE | $2,771 | $7,750-64.2% | $7,352-62.3% | $6,341-56.3% |
| Admin fee / account holder | $8,726 | $12,554-30.5% | $10,799-19.2% | $12,309-29.1% |