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 | $49,206 | $198,466-75.2% | $170,442-71.1% | $147,584-66.7% |
| Participation rate | 54.2% | 88.0%-33.8pp | 83.6%-29.4pp | 82.8%-28.7pp |
| Annual return | 9.81% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,854 | $5,629+4.0% | $4,939+18.5% | $5,439+7.6% |
| Admin fee / account holder | $6,630 | $16,852-60.7% | $13,880-52.2% | $10,885-39.1% |