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 | $67,269 | $202,432-66.8% | $169,368-60.3% | $139,434-51.8% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 8.99% | 531.74%-522.7pp | 405.60%-396.6pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,102 | $4,692-76.5% | $4,013-72.5% | $4,751-76.8% |
| Participant deferral / active EE | $7,017 | $6,938+1.1% | $6,221+12.8% | $6,710+4.6% |
| Admin fee / account holder | $8,432 | $10,708-21.3% | $9,003-6.3% | $11,403-26.1% |