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 | $79,344 | $209,411-62.1% | $178,490-55.5% | $158,922-50.1% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 22.37% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,300 | $5,706-59.7% | $5,011-54.1% | $4,761-51.7% |
| Participant deferral / active EE | $6,367 | $5,954+6.9% | $5,202+22.4% | $5,982+6.4% |
| Admin fee / account holder | $835 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |