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 | $102,117 | $198,466-48.5% | $170,442-40.1% | $147,584-30.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.18% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,271 | $6,184-63.3% | $5,433-58.2% | $4,876-53.4% |
| Participant deferral / active EE | $4,383 | $5,629-22.1% | $4,939-11.3% | $5,439-19.4% |
| Admin fee / account holder | $322 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |