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 | $97,783 | $99,020-1.2% | $86,590+12.9% | $147,584-33.7% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 23.84% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,507 | $3,132-51.9% | $2,839-46.9% | $4,876-69.1% |
| Participant deferral / active EE | $5,862 | $3,972+47.6% | $3,609+62.4% | $5,439+7.8% |
| Admin fee / account holder | $3,278 | $5,710-42.6% | $4,906-33.2% | $10,885-69.9% |