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 | $83,647 | $183,519-54.4% | $155,509-46.2% | $145,922-42.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.39% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,725 | $5,313-48.7% | $4,672-41.7% | $4,660-41.5% |
| Participant deferral / active EE | $4,166 | $6,462-35.5% | $5,626-25.9% | $6,688-37.7% |
| Admin fee / account holder | $615 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |