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 | $103,079 | $165,335-37.7% | $149,696-31.1% | $158,922-35.1% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 10.23% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,367 | $5,103-73.2% | $4,644-70.6% | $4,761-71.3% |
| Participant deferral / active EE | $3,164 | $7,181-55.9% | $6,842-53.8% | $5,982-47.1% |
| Admin fee / account holder | $2,339 | $10,807-78.4% | $9,309-74.9% | $11,246-79.2% |