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 | $94,744 | $179,726-47.3% | $156,263-39.4% | $142,382-33.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 23.46% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $11,341 | $5,069+123.7% | $4,333+161.7% | $4,299+163.8% |
| Participant deferral / active EE | $13,271 | $6,956+90.8% | $6,158+115.5% | $6,507+103.9% |
| Admin fee / account holder | $421 | $17,272-97.6% | $14,255-97.0% | $12,624-96.7% |