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 | $135,880 | $210,648-35.5% | $177,989-23.7% | $145,922-6.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 17.60% | 385.86%-368.3pp | 294.48%-276.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,249 | $4,565-50.7% | $3,949-43.1% | $4,660-51.7% |
| Participant deferral / active EE | $9,060 | $6,958+30.2% | $6,276+44.4% | $6,688+35.5% |
| Admin fee / account holder | $54,051 | $12,013+349.9% | $10,363+421.6% | $13,397+303.5% |