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 | $108,136 | $160,055-32.4% | $140,016-22.8% | $135,375-20.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 30.95% | 911.38%-880.4pp | 651.12%-620.2pp | 519.73%-488.8pp |
| Employer contribution / active EE | $2,166 | $6,420-66.3% | $5,606-61.4% | $4,779-54.7% |
| Participant deferral / active EE | $4,894 | $7,642-36.0% | $6,927-29.4% | $5,609-12.7% |
| Admin fee / account holder | $8,632 | $13,328-35.2% | $10,705-19.4% | $10,827-20.3% |