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 | $28,293 | $175,202-83.9% | $149,673-81.1% | $139,434-79.7% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 28.59% | 166.71%-138.1pp | 134.42%-105.8pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,268 | $5,474-58.6% | $4,818-52.9% | $4,751-52.3% |
| Participant deferral / active EE | $21,292 | $6,519+226.6% | $5,680+274.9% | $6,710+217.3% |
| Admin fee / account holder | $918,831 | $16,150+5589.3% | $13,210+6855.7% | $11,403+7958.2% |