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 | $47,648 | $226,064-78.9% | $182,532-73.9% | $152,861-68.8% |
| Participation rate | 30.4% | 82.5%-52.0pp | 78.0%-47.5pp | 82.4%-52.0pp |
| Annual return | 19.34% | 192.51%-173.2pp | 148.54%-129.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $540 | $4,978-89.2% | $4,076-86.8% | $4,762-88.7% |
| Participant deferral / active EE | $1,641 | $6,368-74.2% | $5,524-70.3% | $5,850-71.9% |
| Admin fee / account holder | $4,307 | $10,703-59.8% | $8,592-49.9% | $11,596-62.9% |