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 | $85,094 | $210,648-59.6% | $177,989-52.2% | $145,922-41.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.70% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,536 | $4,565-66.3% | $3,949-61.1% | $4,660-67.0% |
| Participant deferral / active EE | $3,298 | $6,958-52.6% | $6,276-47.5% | $6,688-50.7% |
| Admin fee / account holder | $965 | $12,013-92.0% | $10,363-90.7% | $13,397-92.8% |