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 | $108,581 | $176,056-38.3% | $159,436-31.9% | $167,490-35.2% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 21.64% | 331.75%-310.1pp | 263.57%-241.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $3,341 | $5,297-36.9% | $4,829-30.8% | $4,837-30.9% |
| Participant deferral / active EE | $7,435 | $7,750-4.1% | $7,352+1.1% | $6,341+17.2% |
| Admin fee / account holder | $1,092 | $12,554-91.3% | $10,799-89.9% | $12,309-91.1% |