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 | $58,348 | $111,724-47.8% | $93,606-37.7% | $145,922-60.0% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 13.96% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,551 | $3,090-49.8% | $2,420-35.9% | $4,660-66.7% |
| Participant deferral / active EE | $3,911 | $4,912-20.4% | $4,411-11.4% | $6,688-41.5% |
| Admin fee / account holder | $2,480 | $10,250-75.8% | $8,285-70.1% | $13,397-81.5% |