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 | $132,796 | $209,411-36.6% | $178,490-25.6% | $158,922-16.4% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.36% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $7,640 | $5,706+33.9% | $5,011+52.5% | $4,761+60.5% |
| Participant deferral / active EE | $2,602 | $5,954-56.3% | $5,202-50.0% | $5,982-56.5% |
| Admin fee / account holder | $649 | $17,074-96.2% | $13,984-95.4% | $11,246-94.2% |