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 | $57,912 | $175,202-66.9% | $149,673-61.3% | $139,434-58.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.12% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,966 | $5,474-27.6% | $4,818-17.7% | $4,751-16.5% |
| Participant deferral / active EE | $10,766 | $6,519+65.2% | $5,680+89.5% | $6,710+60.4% |
| Admin fee / account holder | $628 | $16,150-96.1% | $13,210-95.2% | $11,403-94.5% |