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 | $60,120 | $165,335-63.6% | $149,696-59.8% | $158,922-62.2% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 13.84% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,429 | $5,103-72.0% | $4,644-69.2% | $4,761-70.0% |
| Participant deferral / active EE | $4,817 | $7,181-32.9% | $6,842-29.6% | $5,982-19.5% |
| Admin fee / account holder | $788 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |