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 | $64,929 | $198,466-67.3% | $170,442-61.9% | $147,584-56.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.39% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,002 | $6,184-67.6% | $5,433-63.1% | $4,876-58.9% |
| Participant deferral / active EE | $4,485 | $5,629-20.3% | $4,939-9.2% | $5,439-17.5% |
| Admin fee / account holder | $638 | $16,852-96.2% | $13,880-95.4% | $10,885-94.1% |