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 | $52,343 | $226,064-76.8% | $182,532-71.3% | $152,861-65.8% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.0%-12.8pp | 82.4%-17.2pp |
| Annual return | 44.12% | 192.51%-148.4pp | 148.54%-104.4pp | 345.32%-301.2pp |
| Employer contribution / active EE | $2,456 | $4,978-50.7% | $4,076-39.8% | $4,762-48.4% |
| Participant deferral / active EE | $3,280 | $6,368-48.5% | $5,524-40.6% | $5,850-43.9% |
| Admin fee / account holder | $898 | $10,703-91.6% | $8,592-89.6% | $11,596-92.3% |