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 | $58,421 | $77,145-24.3% | $108,410-46.1% | $85,850-31.9% |
| Participation rate | 62.4% | 74.7%-12.3pp | 80.1%-17.8pp | 69.3%-7.0pp |
| Annual return | 39.80% | 44.54%-4.7pp | 905.27%-865.5pp | 318.53%-278.7pp |
| Employer contribution / active EE | $1,696 | $2,379-28.7% | $3,558-52.3% | $2,565-33.9% |
| Participant deferral / active EE | $3,954 | $5,566-29.0% | $6,563-39.8% | $3,952+0.1% |
| Admin fee / account holder | $2,070 | $5,172-60.0% | $7,295-71.6% | $6,260-66.9% |