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 | $79,084 | $226,064-65.0% | $182,532-56.7% | $152,861-48.3% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.0%-9.2pp | 82.4%-13.7pp |
| Annual return | 20.31% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,847 | $4,978-62.9% | $4,076-54.7% | $4,762-61.2% |
| Participant deferral / active EE | $2,464 | $6,368-61.3% | $5,524-55.4% | $5,850-57.9% |
| Admin fee / account holder | $742 | $10,703-93.1% | $8,592-91.4% | $11,596-93.6% |