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 | $94,133 | $159,602-41.0% | $150,045-37.3% | $142,382-33.9% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.3%-40.2pp | 80.1%-38.0pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,466 | $4,961-50.3% | $4,693-47.5% | $4,299-42.6% |
| Participant deferral / active EE | $5,438 | $8,310-34.6% | $7,997-32.0% | $6,507-16.4% |
| Admin fee / account holder | $1,141 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |