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 | $65,230 | $165,984-60.7% | $164,813-60.4% | $145,922-55.3% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.6%-31.5pp | 80.3%-33.2pp |
| Annual return | 15.05% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,372 | $5,273-74.0% | $4,341-68.4% | $4,660-70.6% |
| Participant deferral / active EE | $2,247 | $6,959-67.7% | $6,031-62.7% | $6,688-66.4% |
| Admin fee / account holder | $1,487 | $16,648-91.1% | $12,690-88.3% | $13,397-88.9% |