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 | $83,148 | $209,411-60.3% | $178,490-53.4% | $158,922-47.7% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 20.30% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,949 | $5,706-65.8% | $5,011-61.1% | $4,761-59.1% |
| Participant deferral / active EE | $7,351 | $5,954+23.5% | $5,202+41.3% | $5,982+22.9% |
| Admin fee / account holder | $408 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |