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 | $51,556 | $198,466-74.0% | $170,442-69.8% | $147,584-65.1% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 12.16% | 257.29%-245.1pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,716 | $6,184-72.2% | $5,433-68.4% | $4,876-64.8% |
| Participant deferral / active EE | $3,851 | $5,629-31.6% | $4,939-22.0% | $5,439-29.2% |
| Admin fee / account holder | $647 | $16,852-96.2% | $13,880-95.3% | $10,885-94.1% |