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 | $144,268 | $209,411-31.1% | $178,490-19.2% | $158,922-9.2% |
| Participation rate | 64.7% | 86.3%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,427 | $5,706-75.0% | $5,011-71.5% | $4,761-70.0% |
| Participant deferral / active EE | $4,974 | $5,954-16.5% | $5,202-4.4% | $5,982-16.9% |
| Admin fee / account holder | $1,665 | $17,074-90.2% | $13,984-88.1% | $11,246-85.2% |