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 | $127,289 | $226,064-43.7% | $182,532-30.3% | $152,861-16.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 18.09% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,965 | $4,978-60.5% | $4,076-51.8% | $4,762-58.7% |
| Participant deferral / active EE | $3,325 | $6,368-47.8% | $5,524-39.8% | $5,850-43.2% |
| Admin fee / account holder | $15,224 | $10,703+42.2% | $8,592+77.2% | $11,596+31.3% |