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 | $47,758 | $210,648-77.3% | $177,989-73.2% | $145,922-67.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.53% | 385.86%-374.3pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,820 | $4,565-38.2% | $3,949-28.6% | $4,660-39.5% |
| Participant deferral / active EE | $2,820 | $6,958-59.5% | $6,276-55.1% | $6,688-57.8% |
| Admin fee / account holder | $401 | $12,013-96.7% | $10,363-96.1% | $13,397-97.0% |