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 | $49,939 | $175,202-71.5% | $149,673-66.6% | $139,434-64.2% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 25.35% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,036 | $5,474-62.8% | $4,818-57.7% | $4,751-57.1% |
| Participant deferral / active EE | $3,187 | $6,519-51.1% | $5,680-43.9% | $6,710-52.5% |
| Admin fee / account holder | $1,788 | $16,150-88.9% | $13,210-86.5% | $11,403-84.3% |