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 | $100,169 | $99,020+1.2% | $86,590+15.7% | $147,584-32.1% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 13.89% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $709 | $3,132-77.4% | $2,839-75.0% | $4,876-85.5% |
| Participant deferral / active EE | $1,172 | $3,972-70.5% | $3,609-67.5% | $5,439-78.4% |
| Admin fee / account holder | $659 | $5,710-88.5% | $4,906-86.6% | $10,885-93.9% |