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 | $116,121 | $112,096+3.6% | $95,952+21.0% | $158,922-26.9% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 8.34% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,361 | $3,198-26.2% | $2,541-7.1% | $4,761-50.4% |
| Participant deferral / active EE | $9,503 | $4,784+98.6% | $4,167+128.1% | $5,982+58.9% |
| Admin fee / account holder | $14,371 | $10,130+41.9% | $6,795+111.5% | $11,246+27.8% |