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 | $29,674 | $226,064-86.9% | $182,532-83.7% | $152,861-80.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 26.24% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,137 | $4,978-77.2% | $4,076-72.1% | $4,762-76.1% |
| Participant deferral / active EE | $2,621 | $6,368-58.8% | $5,524-52.6% | $5,850-55.2% |
| Admin fee / account holder | $1,100 | $10,703-89.7% | $8,592-87.2% | $11,596-90.5% |