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 | $69,266 | $226,064-69.4% | $182,532-62.1% | $152,861-54.7% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.0%-9.8pp | 82.4%-14.3pp |
| Annual return | 14.70% | 192.51%-177.8pp | 148.54%-133.8pp | 345.32%-330.6pp |
| Employer contribution / active EE | $806 | $4,978-83.8% | $4,076-80.2% | $4,762-83.1% |
| Participant deferral / active EE | $3,517 | $6,368-44.8% | $5,524-36.3% | $5,850-39.9% |
| Admin fee / account holder | $326 | $10,703-97.0% | $8,592-96.2% | $11,596-97.2% |