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 | $82,718 | $198,466-58.3% | $170,442-51.5% | $147,584-44.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 19.86% | 257.29%-237.4pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,396 | $6,184-61.2% | $5,433-55.9% | $4,876-50.9% |
| Participant deferral / active EE | $4,521 | $5,629-19.7% | $4,939-8.5% | $5,439-16.9% |
| Admin fee / account holder | $1,253 | $16,852-92.6% | $13,880-91.0% | $10,885-88.5% |