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 | $143,868 | $202,318-28.9% | $172,739-16.7% | $152,861-5.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 24.49% | 1029.65%-1005.2pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,183 | $5,856-62.7% | $5,143-57.6% | $4,762-54.2% |
| Participant deferral / active EE | $4,317 | $5,948-27.4% | $5,198-16.9% | $5,850-26.2% |
| Admin fee / account holder | $1,770 | $17,109-89.7% | $13,954-87.3% | $11,596-84.7% |