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 | $76,745 | $202,432-62.1% | $169,368-54.7% | $139,434-45.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 13.98% | 531.74%-517.8pp | 405.60%-391.6pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,928 | $4,692-58.9% | $4,013-52.0% | $4,751-59.4% |
| Participant deferral / active EE | $10,534 | $6,938+51.8% | $6,221+69.3% | $6,710+57.0% |
| Admin fee / account holder | $4,608 | $10,708-57.0% | $9,003-48.8% | $11,403-59.6% |