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 | $136,749 | $183,519-25.5% | $155,509-12.1% | $145,922-6.3% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 14.82% | 61.17%-46.3pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,313 | $5,313-56.5% | $4,672-50.5% | $4,660-50.4% |
| Participant deferral / active EE | $4,014 | $6,462-37.9% | $5,626-28.6% | $6,688-40.0% |
| Admin fee / account holder | $6,432 | $19,313-66.7% | $15,912-59.6% | $13,397-52.0% |