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 | $149,709 | $202,318-26.0% | $172,739-13.3% | $152,861-2.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 22.59% | 1029.65%-1007.1pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,377 | $5,856-25.2% | $5,143-14.9% | $4,762-8.1% |
| Participant deferral / active EE | $5,106 | $5,948-14.2% | $5,198-1.8% | $5,850-12.7% |
| Admin fee / account holder | $1,433 | $17,109-91.6% | $13,954-89.7% | $11,596-87.6% |