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 | $108,288 | $142,405-24.0% | $115,157-6.0% | $152,861-29.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 20.17% | 41.48%-21.3pp | 35.60%-15.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,166 | $4,010-70.9% | $3,179-63.3% | $4,762-75.5% |
| Participant deferral / active EE | $1,555 | $5,164-69.9% | $4,168-62.7% | $5,850-73.4% |
| Admin fee / account holder | $4,404 | $8,462-48.0% | $7,088-37.9% | $11,596-62.0% |