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 | $52,137 | $210,648-75.2% | $177,989-70.7% | $145,922-64.3% |
| Participation rate | 46.2% | 80.8%-34.6pp | 77.1%-30.9pp | 80.3%-34.1pp |
| Annual return | 12.40% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,390 | $4,565-69.5% | $3,949-64.8% | $4,660-70.2% |
| Participant deferral / active EE | $4,721 | $6,958-32.2% | $6,276-24.8% | $6,688-29.4% |
| Admin fee / account holder | $723 | $12,013-94.0% | $10,363-93.0% | $13,397-94.6% |