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 | $61,906 | $210,648-70.6% | $177,989-65.2% | $145,922-57.6% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 20.47% | 385.86%-365.4pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,780 | $4,565-39.1% | $3,949-29.6% | $4,660-40.3% |
| Participant deferral / active EE | $2,780 | $6,958-60.0% | $6,276-55.7% | $6,688-58.4% |
| Admin fee / account holder | $1,860 | $12,013-84.5% | $10,363-82.1% | $13,397-86.1% |