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 | $67,471 | $159,901-57.8% | $146,958-54.1% | $145,922-53.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.12% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,109 | $5,286-79.0% | $4,933-77.5% | $4,660-76.2% |
| Participant deferral / active EE | $5,477 | $8,428-35.0% | $8,070-32.1% | $6,688-18.1% |
| Admin fee / account holder | $3,208 | $15,044-78.7% | $12,998-75.3% | $13,397-76.1% |