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 | $116,430 | $159,602-27.0% | $150,045-22.4% | $142,382-18.2% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.3%-47.0pp | 80.1%-44.8pp |
| Annual return | 19.31% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,549 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $2,598 | $8,310-68.7% | $7,997-67.5% | $6,507-60.1% |
| Admin fee / account holder | $3,003 | $14,846-79.8% | $13,435-77.7% | $12,624-76.2% |