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 | $67,986 | $226,064-69.9% | $182,532-62.8% | $152,861-55.5% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 29.00% | 192.51%-163.5pp | 148.54%-119.5pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,158 | $4,978-56.7% | $4,076-47.1% | $4,762-54.7% |
| Participant deferral / active EE | $4,161 | $6,368-34.6% | $5,524-24.7% | $5,850-28.9% |
| Admin fee / account holder | $652 | $10,703-93.9% | $8,592-92.4% | $11,596-94.4% |