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 | $55,065 | $210,698-73.9% | $178,014-69.1% | $145,959-62.3% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 8.30% | 386.27%-378.0pp | 294.80%-286.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,682 | $4,567-63.2% | $3,950-57.4% | $4,661-63.9% |
| Participant deferral / active EE | $4,821 | $6,958-30.7% | $6,276-23.2% | $6,689-27.9% |
| Admin fee / account holder | $1,302 | $12,016-89.2% | $10,362-87.4% | $13,398-90.3% |