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 | $85,950 | $175,202-50.9% | $149,673-42.6% | $139,434-38.4% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 17.09% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,884 | $5,474-65.6% | $4,818-60.9% | $4,751-60.3% |
| Participant deferral / active EE | $4,774 | $6,519-26.8% | $5,680-16.0% | $6,710-28.9% |
| Admin fee / account holder | $7,575 | $16,150-53.1% | $13,210-42.7% | $11,403-33.6% |