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 | $100,936 | $144,119-30.0% | $117,854-14.4% | $147,584-31.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.07% | 531.15%-520.1pp | 335.08%-324.0pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,077 | $4,896-57.6% | $3,786-45.1% | $4,876-57.4% |
| Participant deferral / active EE | $7,366 | $5,316+38.6% | $4,482+64.4% | $5,439+35.4% |
| Admin fee / account holder | $6,677 | $10,886-38.7% | $8,020-16.8% | $10,885-38.7% |