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 | $34,357 | $138,065-75.1% | $123,544-72.2% | $135,375-74.6% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | 45.84% | 153.68%-107.8pp | 119.20%-73.4pp | 519.73%-473.9pp |
| Employer contribution / active EE | $989 | $5,151-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $4,791 | $6,799-29.5% | $6,426-25.4% | $5,609-14.6% |
| Admin fee / account holder | $12,115 | $10,916+11.0% | $9,284+30.5% | $10,827+11.9% |