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 | $81,168 | $202,432-59.9% | $169,368-52.1% | $139,434-41.8% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.22% | 531.74%-521.5pp | 405.60%-395.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,467 | $4,692-68.7% | $4,013-63.4% | $4,751-69.1% |
| Participant deferral / active EE | $4,984 | $6,938-28.2% | $6,221-19.9% | $6,710-25.7% |
| Admin fee / account holder | $318 | $10,708-97.0% | $9,003-96.5% | $11,403-97.2% |