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 | $72,678 | $105,181-30.9% | $159,436-54.4% | $85,850-15.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 17.46% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,216 | $3,318-33.2% | $4,829-54.1% | $2,565-13.6% |
| Participant deferral / active EE | $6,431 | $5,945+8.2% | $7,352-12.5% | $3,952+62.8% |
| Admin fee / account holder | $2,772 | $6,933-60.0% | $10,799-74.3% | $6,260-55.7% |