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 | $101,061 | $144,119-29.9% | $117,854-14.2% | $147,584-31.5% |
| Participation rate | 52.2% | 83.4%-31.2pp | 79.7%-27.5pp | 82.8%-30.7pp |
| Annual return | 16.49% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,043 | $4,896-78.7% | $3,786-72.5% | $4,876-78.6% |
| Participant deferral / active EE | $5,223 | $5,316-1.7% | $4,482+16.5% | $5,439-4.0% |
| Admin fee / account holder | $568 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |