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 | $121,286 | $201,272-39.7% | $184,203-34.2% | $145,922-16.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.05% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,707 | $7,022-61.4% | $6,427-57.9% | $4,660-41.9% |
| Participant deferral / active EE | $4,298 | $9,806-56.2% | $9,131-52.9% | $6,688-35.7% |
| Admin fee / account holder | $31,437 | $16,364+92.1% | $13,901+126.2% | $13,397+134.7% |