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 | $65,021 | $96,305-32.5% | $80,569-19.3% | $139,434-53.4% |
| Participation rate | 64.3% | 73.6%-9.3pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 20.74% | 1350.08%-1329.3pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,013 | $3,262-7.6% | $2,723+10.6% | $4,751-36.6% |
| Participant deferral / active EE | $2,729 | $5,232-47.8% | $4,447-38.6% | $6,710-59.3% |
| Admin fee / account holder | $437 | $6,599-93.4% | $5,377-91.9% | $11,403-96.2% |