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 | $51,021 | $181,894-72.0% | $156,549-67.4% | $273,961-81.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 145.62% | 30.74%+114.9pp | 32.23%+113.4pp | 41.45%+104.2pp |
| Employer contribution / active EE | $1,807 | $6,248-71.1% | $5,501-67.1% | $4,869-62.9% |
| Participant deferral / active EE | $7,241 | $5,550+30.5% | $4,871+48.7% | $5,287+37.0% |
| Admin fee / account holder | $1,096 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |