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 | $102,829 | $239,571-57.1% | $183,328-43.9% | $137,256-25.1% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 80.0%-42.5pp |
| Annual return | 13.71% | 35.69%-22.0pp | 29.67%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,479 | $6,148-75.9% | $5,055-70.7% | $4,156-64.4% |
| Participant deferral / active EE | $2,774 | $7,995-65.3% | $6,795-59.2% | $6,407-56.7% |
| Admin fee / account holder | $3,400 | $30,059-88.7% | $21,427-84.1% | $12,270-72.3% |