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 | $22,492 | $226,064-90.1% | $182,532-87.7% | $152,861-85.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 20.89% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,865 | $4,978-62.5% | $4,076-54.2% | $4,762-60.8% |
| Participant deferral / active EE | $2,141 | $6,368-66.4% | $5,524-61.2% | $5,850-63.4% |
| Admin fee / account holder | $319 | $10,703-97.0% | $8,592-96.3% | $11,596-97.3% |