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 | $83,283 | $232,540-64.2% | $185,117-55.0% | $147,584-43.6% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 15.49% | 43.03%-27.5pp | 40.50%-25.0pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,380 | $5,195-73.4% | $4,182-67.0% | $4,876-71.7% |
| Participant deferral / active EE | $3,746 | $5,834-35.8% | $5,045-25.8% | $5,439-31.1% |
| Admin fee / account holder | $670 | $10,275-93.5% | $8,159-91.8% | $10,885-93.8% |