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 | $108,437 | $202,318-46.4% | $172,739-37.2% | $152,861-29.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 20.83% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,906 | $5,856-50.4% | $5,143-43.5% | $4,762-39.0% |
| Participant deferral / active EE | $7,418 | $5,948+24.7% | $5,198+42.7% | $5,850+26.8% |
| Admin fee / account holder | $13,479 | $17,109-21.2% | $13,954-3.4% | $11,596+16.2% |