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 | $50,824 | $210,648-75.9% | $177,989-71.4% | $145,922-65.2% |
| Participation rate | 61.1% | 80.8%-19.6pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 24.35% | 385.86%-361.5pp | 294.48%-270.1pp | 561.29%-536.9pp |
| Employer contribution / active EE | $691 | $4,565-84.9% | $3,949-82.5% | $4,660-85.2% |
| Participant deferral / active EE | $1,536 | $6,958-77.9% | $6,276-75.5% | $6,688-77.0% |
| Admin fee / account holder | $2,405 | $12,013-80.0% | $10,363-76.8% | $13,397-82.0% |