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 | $211,543 | $114,381+84.9% | $107,525+96.7% | $142,382+48.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 13.34% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,040 | $4,015+25.6% | $3,754+34.3% | $4,299+17.2% |
| Participant deferral / active EE | $8,320 | $5,564+49.5% | $5,116+62.6% | $6,507+27.9% |
| Admin fee / account holder | $1,988 | $9,860-79.8% | $8,919-77.7% | $12,624-84.3% |