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 | $54,847 | $226,064-75.7% | $182,532-70.0% | $152,861-64.1% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.0%-23.8pp | 82.4%-28.3pp |
| Annual return | 15.90% | 192.51%-176.6pp | 148.54%-132.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $994 | $4,978-80.0% | $4,076-75.6% | $4,762-79.1% |
| Participant deferral / active EE | $1,270 | $6,368-80.1% | $5,524-77.0% | $5,850-78.3% |
| Admin fee / account holder | $356 | $10,703-96.7% | $8,592-95.9% | $11,596-96.9% |