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 | $93,413 | $144,119-35.2% | $117,854-20.7% | $147,584-36.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 25.19% | 531.15%-506.0pp | 335.08%-309.9pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,189 | $4,896-55.3% | $3,786-42.2% | $4,876-55.1% |
| Participant deferral / active EE | $3,146 | $5,316-40.8% | $4,482-29.8% | $5,439-42.2% |
| Admin fee / account holder | $14,154 | $10,886+30.0% | $8,020+76.5% | $10,885+30.0% |