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 | $37,716 | $183,519-79.4% | $155,509-75.7% | $145,922-74.2% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 14.09% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,937 | $5,313-63.5% | $4,672-58.5% | $4,660-58.4% |
| Participant deferral / active EE | $2,599 | $6,462-59.8% | $5,626-53.8% | $6,688-61.1% |
| Admin fee / account holder | $304 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |