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 | $58,771 | $198,466-70.4% | $170,442-65.5% | $147,584-60.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.61% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,308 | $6,184-62.7% | $5,433-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $7,053 | $5,629+25.3% | $4,939+42.8% | $5,439+29.7% |
| Admin fee / account holder | $7,033 | $16,852-58.3% | $13,880-49.3% | $10,885-35.4% |