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 | $114,452 | $217,402-47.4% | $185,823-38.4% | $167,490-31.7% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 22.72% | 148.36%-125.6pp | 122.05%-99.3pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,436 | $5,873-75.5% | $5,167-72.2% | $4,837-70.3% |
| Participant deferral / active EE | $2,403 | $6,356-62.2% | $5,568-56.8% | $6,341-62.1% |
| Admin fee / account holder | $11,228 | $19,811-43.3% | $16,237-30.9% | $12,309-8.8% |