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 | $43,856 | $198,466-77.9% | $170,442-74.3% | $147,584-70.3% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 18.18% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,704 | $6,184-56.3% | $5,433-50.2% | $4,876-44.6% |
| Participant deferral / active EE | $6,092 | $5,629+8.2% | $4,939+23.3% | $5,439+12.0% |
| Admin fee / account holder | $917 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |