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 | $78,769 | $172,111-54.2% | $150,298-47.6% | $137,256-42.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.42% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,101 | $4,636-76.2% | $4,154-73.5% | $4,156-73.5% |
| Participant deferral / active EE | $5,426 | $6,166-12.0% | $5,453-0.5% | $6,407-15.3% |
| Admin fee / account holder | $1,427 | $16,471-91.3% | $14,116-89.9% | $12,270-88.4% |