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 | $108,491 | $183,963-41.0% | $162,163-33.1% | $152,861-29.0% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.4%-38.0pp |
| Annual return | 23.70% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,951 | $6,371-53.7% | $5,614-47.4% | $4,762-38.0% |
| Participant deferral / active EE | $5,321 | $8,034-33.8% | $7,298-27.1% | $5,850-9.0% |
| Admin fee / account holder | $497 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |