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 | $82,538 | $190,805-56.7% | $159,960-48.4% | $134,475-38.6% |
| Participation rate | 61.1% | 81.9%-20.8pp | 78.0%-16.8pp | 81.2%-20.1pp |
| Annual return | 6.03% | 552.23%-546.2pp | 408.60%-402.6pp | 417.96%-411.9pp |
| Employer contribution / active EE | $2,858 | $4,995-42.8% | $4,226-32.4% | $4,740-39.7% |
| Participant deferral / active EE | $4,908 | $6,923-29.1% | $6,182-20.6% | $6,400-23.3% |
| Admin fee / account holder | $1,927 | $10,471-81.6% | $8,698-77.8% | $11,426-83.1% |