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 | $77,485 | $209,832-63.1% | $189,513-59.1% | $167,490-53.7% |
| Participation rate | 68.4% | 88.7%-20.2pp | 87.8%-19.4pp | 82.1%-13.7pp |
| Annual return | 9.57% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,324 | $6,914-66.4% | $6,162-62.3% | $4,837-52.0% |
| Participant deferral / active EE | $3,845 | $8,935-57.0% | $8,221-53.2% | $6,341-39.4% |
| Admin fee / account holder | $4,384 | $14,293-69.3% | $12,045-63.6% | $12,309-64.4% |