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 | $58,339 | $183,592-68.2% | $155,567-62.5% | $145,959-60.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.85% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,571 | $5,315-32.8% | $4,674-23.6% | $4,661-23.4% |
| Participant deferral / active EE | $8,265 | $6,464+27.9% | $5,628+46.9% | $6,689+23.6% |
| Admin fee / account holder | $711 | $19,318-96.3% | $15,916-95.5% | $13,398-94.7% |