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 | $115,420 | $144,119-19.9% | $117,854-2.1% | $147,584-21.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 21.76% | 531.15%-509.4pp | 335.08%-313.3pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,133 | $4,896-76.9% | $3,786-70.1% | $4,876-76.8% |
| Participant deferral / active EE | $4,037 | $5,316-24.1% | $4,482-9.9% | $5,439-25.8% |
| Admin fee / account holder | $546 | $10,886-95.0% | $8,020-93.2% | $10,885-95.0% |