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 | $116,014 | $99,020+17.2% | $86,590+34.0% | $147,584-21.4% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 18.09% | 1312.34%-1294.2pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $578 | $3,132-81.5% | $2,839-79.6% | $4,876-88.1% |
| Participant deferral / active EE | $1,480 | $3,972-62.7% | $3,609-59.0% | $5,439-72.8% |
| Admin fee / account holder | $353 | $5,710-93.8% | $4,906-92.8% | $10,885-96.8% |