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 | $47,301 | $209,411-77.4% | $178,490-73.5% | $158,922-70.2% |
| Participation rate | 68.4% | 86.3%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 18.78% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,775 | $5,706-51.4% | $5,011-44.6% | $4,761-41.7% |
| Participant deferral / active EE | $2,314 | $5,954-61.1% | $5,202-55.5% | $5,982-61.3% |
| Admin fee / account holder | $1,917 | $17,074-88.8% | $13,984-86.3% | $11,246-83.0% |