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 | $64,766 | $70,669-8.4% | $169,368-61.8% | $75,163-13.8% |
| Participation rate | 51.1% | 64.8%-13.7pp | 77.1%-26.0pp | 67.2%-16.1pp |
| Annual return | 17.08% | 36.36%-19.3pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,306 | $2,211-40.9% | $4,013-67.4% | $2,670-51.1% |
| Participant deferral / active EE | $2,977 | $4,311-30.9% | $6,221-52.1% | $4,125-27.8% |
| Admin fee / account holder | $2,277 | $5,402-57.8% | $9,003-74.7% | $5,651-59.7% |