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 | $91,135 | $111,724-18.4% | $93,606-2.6% | $145,922-37.5% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 8.34% | 202.98%-194.6pp | 133.20%-124.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,843 | $3,090-40.3% | $2,420-23.8% | $4,660-60.4% |
| Participant deferral / active EE | $4,012 | $4,912-18.3% | $4,411-9.1% | $6,688-40.0% |
| Admin fee / account holder | $1,437 | $10,250-86.0% | $8,285-82.7% | $13,397-89.3% |