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 | $40,779 | $209,411-80.5% | $178,490-77.2% | $158,922-74.3% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 13.97% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,390 | $5,706-58.1% | $5,011-52.3% | $4,761-49.8% |
| Participant deferral / active EE | $2,673 | $5,954-55.1% | $5,202-48.6% | $5,982-55.3% |
| Admin fee / account holder | $1,711 | $17,074-90.0% | $13,984-87.8% | $11,246-84.8% |