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 | $60,450 | $202,432-70.1% | $169,368-64.3% | $139,434-56.6% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 16.17% | 531.74%-515.6pp | 405.60%-389.4pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,827 | $4,692-61.1% | $4,013-54.5% | $4,751-61.5% |
| Participant deferral / active EE | $3,666 | $6,938-47.2% | $6,221-41.1% | $6,710-45.4% |
| Admin fee / account holder | $401 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |