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 | $44,770 | $144,119-68.9% | $117,854-62.0% | $147,584-69.7% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 17.84% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,770 | $4,896-23.0% | $3,786-0.4% | $4,876-22.7% |
| Participant deferral / active EE | $6,408 | $5,316+20.5% | $4,482+43.0% | $5,439+17.8% |
| Admin fee / account holder | $567 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |