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 | $77,962 | $198,466-60.7% | $170,442-54.3% | $147,584-47.2% |
| Participation rate | 55.0% | 88.0%-33.0pp | 83.6%-28.6pp | 82.8%-27.8pp |
| Annual return | 18.16% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,388 | $6,184-77.6% | $5,433-74.5% | $4,876-71.5% |
| Participant deferral / active EE | $3,475 | $5,629-38.3% | $4,939-29.6% | $5,439-36.1% |
| Admin fee / account holder | $3,598 | $16,852-78.6% | $13,880-74.1% | $10,885-66.9% |