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 | $74,187 | $127,065-41.6% | $113,168-34.4% | $142,382-47.9% |
| Participation rate | 38.9% | 79.2%-40.3pp | 76.6%-37.7pp | 80.1%-41.2pp |
| Annual return | 13.80% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,244 | $3,442-63.9% | $2,975-58.2% | $4,299-71.1% |
| Participant deferral / active EE | $2,065 | $5,716-63.9% | $5,107-59.6% | $6,507-68.3% |
| Admin fee / account holder | $3,488 | $15,736-77.8% | $12,068-71.1% | $12,624-72.4% |