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 | $103,134 | $178,174-42.1% | $156,181-34.0% | $137,256-24.9% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.8%-20.9pp | 80.0%-22.1pp |
| Annual return | 14.01% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,265 | $4,972-74.6% | $4,294-70.5% | $4,156-69.6% |
| Participant deferral / active EE | $4,211 | $6,888-38.9% | $6,132-31.3% | $6,407-34.3% |
| Admin fee / account holder | $117,875 | $17,404+577.3% | $14,586+708.1% | $12,270+860.7% |