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 | $106,521 | $202,318-47.3% | $172,739-38.3% | $152,861-30.3% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 19.67% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,987 | $5,856-66.1% | $5,143-61.4% | $4,762-58.3% |
| Participant deferral / active EE | $4,472 | $5,948-24.8% | $5,198-14.0% | $5,850-23.6% |
| Admin fee / account holder | $19,095 | $17,109+11.6% | $13,954+36.8% | $11,596+64.7% |