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 | $105,681 | $159,934-33.9% | $147,005-28.1% | $145,959-27.6% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 12.63% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,436 | $5,287-72.8% | $4,934-70.9% | $4,661-69.2% |
| Participant deferral / active EE | $3,540 | $8,427-58.0% | $8,070-56.1% | $6,689-47.1% |
| Admin fee / account holder | $13,042 | $15,053-13.4% | $13,006+0.3% | $13,398-2.7% |