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 | $76,328 | $105,126-27.4% | $94,646-19.4% | $139,434-45.3% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 16.97% | 38.03%-21.1pp | 156.71%-139.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,584 | $4,106-37.1% | $3,672-29.6% | $4,751-45.6% |
| Participant deferral / active EE | $4,477 | $7,599-41.1% | $7,418-39.7% | $6,710-33.3% |
| Admin fee / account holder | $353 | $8,984-96.1% | $7,231-95.1% | $11,403-96.9% |