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 | $43,575 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 21.94% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,543 | $5,706-73.0% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $5,429 | $5,954-8.8% | $5,202+4.4% | $5,982-9.2% |
| Admin fee / account holder | $4,310 | $17,074-74.8% | $13,984-69.2% | $11,246-61.7% |