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 | $87,262 | $183,519-52.5% | $155,509-43.9% | $145,922-40.2% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 19.86% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,414 | $5,313-73.4% | $4,672-69.7% | $4,660-69.7% |
| Participant deferral / active EE | $3,640 | $6,462-43.7% | $5,626-35.3% | $6,688-45.6% |
| Admin fee / account holder | $500 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |