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 | $88,698 | $210,648-57.9% | $177,989-50.2% | $145,922-39.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.40% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,878 | $4,565-36.9% | $3,949-27.1% | $4,660-38.2% |
| Participant deferral / active EE | $3,950 | $6,958-43.2% | $6,276-37.1% | $6,688-40.9% |
| Admin fee / account holder | $1,443 | $12,013-88.0% | $10,363-86.1% | $13,397-89.2% |