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 | $54,723 | $183,963-70.3% | $162,163-66.3% | $152,861-64.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 30.19% | 150.76%-120.6pp | 115.59%-85.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,648 | $6,371-74.1% | $5,614-70.6% | $4,762-65.4% |
| Participant deferral / active EE | $20,752 | $8,034+158.3% | $7,298+184.3% | $5,850+254.7% |
| Admin fee / account holder | $579 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |