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 | $109,021 | $198,466-45.1% | $170,442-36.0% | $147,584-26.1% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 13.39% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,303 | $6,184-62.8% | $5,433-57.6% | $4,876-52.8% |
| Participant deferral / active EE | $5,198 | $5,629-7.7% | $4,939+5.2% | $5,439-4.4% |
| Admin fee / account holder | $9,619 | $16,852-42.9% | $13,880-30.7% | $10,885-11.6% |