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 | $100,918 | $159,602-36.8% | $150,045-32.7% | $142,382-29.1% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.3%-35.0pp | 80.1%-32.8pp |
| Annual return | 13.84% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,078 | $4,961-58.1% | $4,693-55.7% | $4,299-51.7% |
| Participant deferral / active EE | $5,856 | $8,310-29.5% | $7,997-26.8% | $6,507-10.0% |
| Admin fee / account holder | $530 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |