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 | $140,480 | $202,318-30.6% | $172,739-18.7% | $152,861-8.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 17.18% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,348 | $5,856-59.9% | $5,143-54.3% | $4,762-50.7% |
| Participant deferral / active EE | $5,092 | $5,948-14.4% | $5,198-2.0% | $5,850-13.0% |
| Admin fee / account holder | $4,150 | $17,109-75.7% | $13,954-70.3% | $11,596-64.2% |