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 | $134,148 | $202,318-33.7% | $172,739-22.3% | $152,861-12.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 16.41% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,039 | $5,856-48.1% | $5,143-40.9% | $4,762-36.2% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,850+70.9% |
| Admin fee / account holder | $2,011 | $17,109-88.2% | $13,954-85.6% | $11,596-82.7% |