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 | $62,464 | $165,984-62.4% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 11.75% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,567 | $5,273-51.3% | $4,341-40.9% | $4,660-44.9% |
| Participant deferral / active EE | $4,490 | $6,959-35.5% | $6,031-25.6% | $6,688-32.9% |
| Admin fee / account holder | $6,277 | $16,648-62.3% | $12,690-50.5% | $13,397-53.1% |