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 | $80,978 | $202,432-60.0% | $169,368-52.2% | $139,434-41.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 11.18% | 531.74%-520.6pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,296 | $4,692-72.4% | $4,013-67.7% | $4,751-72.7% |
| Participant deferral / active EE | $15,384 | $6,938+121.7% | $6,221+147.3% | $6,710+129.3% |
| Admin fee / account holder | $44,242 | $10,708+313.2% | $9,003+391.4% | $11,403+288.0% |