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 5-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 | $54,372 | $202,432-73.1% | $169,368-67.9% | $139,434-61.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 22.67% | 531.74%-509.1pp | 405.60%-382.9pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,300 | $4,692-72.3% | $4,013-67.6% | $4,751-72.6% |
| Participant deferral / active EE | $6,500 | $6,938-6.3% | $6,221+4.5% | $6,710-3.1% |
| Admin fee / account holder | $401 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |