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 | $111,903 | $144,119-22.4% | $117,854-5.0% | $147,584-24.2% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 14.58% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,719 | $4,896-44.5% | $3,786-28.2% | $4,876-44.2% |
| Participant deferral / active EE | $7,080 | $5,316+33.2% | $4,482+58.0% | $5,439+30.2% |
| Admin fee / account holder | $823 | $10,886-92.4% | $8,020-89.7% | $10,885-92.4% |