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 | $62,671 | $103,376-39.4% | $87,100-28.0% | $152,861-59.0% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 19.42% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,918 | $3,220-40.4% | $2,521-23.9% | $4,762-59.7% |
| Participant deferral / active EE | $2,898 | $4,778-39.3% | $4,049-28.4% | $5,850-50.5% |
| Admin fee / account holder | $13,823 | $12,205+13.3% | $7,497+84.4% | $11,596+19.2% |