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 | $42,534 | $217,402-80.4% | $185,823-77.1% | $167,490-74.6% |
| Participation rate | 59.1% | 86.0%-27.0pp | 81.7%-22.6pp | 82.1%-23.0pp |
| Annual return | 13.96% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,521 | $5,873-40.0% | $5,167-31.9% | $4,837-27.2% |
| Participant deferral / active EE | $6,765 | $6,356+6.4% | $5,568+21.5% | $6,341+6.7% |
| Admin fee / account holder | $649 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |