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 | $112,304 | $202,432-44.5% | $169,368-33.7% | $139,434-19.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.41% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,468 | $4,692-4.8% | $4,013+11.3% | $4,751-6.0% |
| Participant deferral / active EE | $9,120 | $6,938+31.5% | $6,221+46.6% | $6,710+35.9% |
| Admin fee / account holder | $6,170 | $10,708-42.4% | $9,003-31.5% | $11,403-45.9% |