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 | $77,006 | $198,466-61.2% | $170,442-54.8% | $147,584-47.8% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 12.92% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,052 | $6,184-66.8% | $5,433-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $4,627 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $3,952 | $16,852-76.6% | $13,880-71.5% | $10,885-63.7% |