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 | $88,874 | $209,411-57.6% | $178,490-50.2% | $158,922-44.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 22.22% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,498 | $5,706-56.2% | $5,011-50.2% | $4,761-47.5% |
| Participant deferral / active EE | $3,662 | $5,954-38.5% | $5,202-29.6% | $5,982-38.8% |
| Admin fee / account holder | $917 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |