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 | $57,197 | $144,119-60.3% | $117,854-51.5% | $147,584-61.2% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.7%-10.1pp | 82.8%-13.3pp |
| Annual return | 15.03% | 531.15%-516.1pp | 335.08%-320.0pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,366 | $4,896-51.7% | $3,786-37.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,041 | $5,316+13.6% | $4,482+34.8% | $5,439+11.1% |
| Admin fee / account holder | $1,127 | $10,886-89.7% | $8,020-86.0% | $10,885-89.6% |