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 | $45,634 | $198,466-77.0% | $170,442-73.2% | $147,584-69.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 53.46% | 257.29%-203.8pp | 205.93%-152.5pp | 578.55%-525.1pp |
| Employer contribution / active EE | $4,502 | $6,184-27.2% | $5,433-17.1% | $4,876-7.7% |
| Participant deferral / active EE | $3,908 | $5,629-30.6% | $4,939-20.9% | $5,439-28.1% |
| Admin fee / account holder | $418 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |