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 | $29,454 | $144,119-79.6% | $117,854-75.0% | $147,584-80.0% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 20.54% | 531.15%-510.6pp | 335.08%-314.5pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,200 | $4,896-55.1% | $3,786-41.9% | $4,876-54.9% |
| Participant deferral / active EE | $3,422 | $5,316-35.6% | $4,482-23.7% | $5,439-37.1% |
| Admin fee / account holder | $2,500 | $10,886-77.0% | $8,020-68.8% | $10,885-77.0% |