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 | $66,696 | $150,187-55.6% | $120,354-44.6% | $145,922-54.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 11.67% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,402 | $4,348-67.8% | $3,463-59.5% | $4,660-69.9% |
| Participant deferral / active EE | $2,312 | $6,173-62.5% | $4,991-53.7% | $6,688-65.4% |
| Admin fee / account holder | $760 | $12,207-93.8% | $9,423-91.9% | $13,397-94.3% |