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 | $42,858 | $149,679-71.4% | $117,039-63.4% | $147,584-71.0% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 13.40% | 19.31%-5.9pp | 18.95%-5.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,177 | $4,937-76.2% | $3,785-68.9% | $4,876-75.9% |
| Participant deferral / active EE | $2,007 | $4,912-59.1% | $3,929-48.9% | $5,439-63.1% |
| Admin fee / account holder | $5,965 | $7,856-24.1% | $5,974-0.1% | $10,885-45.2% |