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 | $48,602 | $183,963-73.6% | $162,163-70.0% | $152,861-68.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 16.25% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,598 | $6,371-74.9% | $5,614-71.5% | $4,762-66.4% |
| Participant deferral / active EE | $3,990 | $8,034-50.3% | $7,298-45.3% | $5,850-31.8% |
| Admin fee / account holder | $735 | $13,121-94.4% | $10,843-93.2% | $11,596-93.7% |