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 | $60,083 | $175,202-65.7% | $149,673-59.9% | $139,434-56.9% |
| Participation rate | 54.2% | 83.4%-29.2pp | 78.8%-24.6pp | 80.3%-26.2pp |
| Annual return | 11.70% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,270 | $5,474-76.8% | $4,818-73.6% | $4,751-73.3% |
| Participant deferral / active EE | $3,247 | $6,519-50.2% | $5,680-42.8% | $6,710-51.6% |
| Admin fee / account holder | $5,792 | $16,150-64.1% | $13,210-56.2% | $11,403-49.2% |