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 | $88,023 | $158,398-44.4% | $126,539-30.4% | $142,382-38.2% |
| Participation rate | 56.3% | 75.8%-19.6pp | 69.8%-13.6pp | 80.1%-23.9pp |
| Annual return | 15.58% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,202 | $4,650-52.6% | $3,674-40.1% | $4,299-48.8% |
| Participant deferral / active EE | $4,536 | $4,767-4.8% | $4,083+11.1% | $6,507-30.3% |
| Admin fee / account holder | $428 | $6,918-93.8% | $6,065-92.9% | $12,624-96.6% |