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 | $109,544 | $105,859+3.5% | $90,160+21.5% | $147,584-25.8% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 18.56% | 37.63%-19.1pp | 34.88%-16.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,605 | $4,126-36.9% | $3,318-21.5% | $4,876-46.6% |
| Participant deferral / active EE | $7,987 | $5,733+39.3% | $5,288+51.0% | $5,439+46.9% |
| Admin fee / account holder | $10,916 | $8,046+35.7% | $5,943+83.7% | $10,885+0.3% |