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 | $46,404 | $226,064-79.5% | $182,532-74.6% | $152,861-69.6% |
| Participation rate | 61.9% | 82.5%-20.5pp | 78.0%-16.1pp | 82.4%-20.5pp |
| Annual return | 22.31% | 192.51%-170.2pp | 148.54%-126.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,428 | $4,978-51.2% | $4,076-40.4% | $4,762-49.0% |
| Participant deferral / active EE | $4,904 | $6,368-23.0% | $5,524-11.2% | $5,850-16.2% |
| Admin fee / account holder | $966 | $10,703-91.0% | $8,592-88.8% | $11,596-91.7% |