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 | $126,612 | $202,432-37.5% | $169,368-25.2% | $139,434-9.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.81% | 531.74%-510.9pp | 405.60%-384.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,554 | $4,692-2.9% | $4,013+13.5% | $4,751-4.1% |
| Participant deferral / active EE | $11,958 | $6,938+72.4% | $6,221+92.2% | $6,710+78.2% |
| Admin fee / account holder | $46,889 | $10,708+337.9% | $9,003+420.8% | $11,403+311.2% |