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 | $105,176 | $135,635-22.5% | $110,238-4.6% | $135,375-22.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | 12.68% | 513.19%-500.5pp | 314.74%-302.1pp | 519.73%-507.1pp |
| Employer contribution / active EE | $1,341 | $4,906-72.7% | $3,826-65.0% | $4,779-71.9% |
| Participant deferral / active EE | $3,903 | $5,506-29.1% | $4,672-16.5% | $5,609-30.4% |
| Admin fee / account holder | $701 | $11,457-93.9% | $8,547-91.8% | $10,827-93.5% |