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 | $81,578 | $198,466-58.9% | $170,442-52.1% | $147,584-44.7% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 9.60% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,522 | $6,184-75.4% | $5,433-72.0% | $4,876-68.8% |
| Participant deferral / active EE | $4,397 | $5,629-21.9% | $4,939-11.0% | $5,439-19.1% |
| Admin fee / account holder | $728 | $16,852-95.7% | $13,880-94.8% | $10,885-93.3% |