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 | $29,979 | $165,335-81.9% | $149,696-80.0% | $158,922-81.1% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 15.07% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,594 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $2,855 | $7,181-60.2% | $6,842-58.3% | $5,982-52.3% |
| Admin fee / account holder | $6,614 | $10,807-38.8% | $9,309-28.9% | $11,246-41.2% |