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 | $36,841 | $150,187-75.5% | $120,354-69.4% | $145,922-74.8% |
| Participation rate | 68.8% | 78.8%-10.0pp | 71.9%-3.2pp | 80.3%-11.5pp |
| Annual return | 22.88% | 154.07%-131.2pp | 107.15%-84.3pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,264 | $4,348-70.9% | $3,463-63.5% | $4,660-72.9% |
| Participant deferral / active EE | $2,045 | $6,173-66.9% | $4,991-59.0% | $6,688-69.4% |
| Admin fee / account holder | $312 | $12,207-97.4% | $9,423-96.7% | $13,397-97.7% |