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 | $42,920 | $202,318-78.8% | $172,739-75.2% | $152,861-71.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 20.31% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,953 | $5,856-66.7% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $13,571 | $5,948+128.2% | $5,198+161.1% | $5,850+132.0% |
| Admin fee / account holder | $1,079 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |