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 | $56,950 | $198,466-71.3% | $170,442-66.6% | $147,584-61.4% |
| Participation rate | 8.3% | 88.0%-79.6pp | 83.6%-75.3pp | 82.8%-74.5pp |
| Annual return | 13.65% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,000 | $5,629-64.5% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $3,277 | $16,852-80.6% | $13,880-76.4% | $10,885-69.9% |