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 | $119,259 | $109,327+9.1% | $89,391+33.4% | $158,922-25.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 15.72% | 345.68%-330.0pp | 245.62%-229.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,065 | $3,170-34.8% | $2,586-20.1% | $4,761-56.6% |
| Participant deferral / active EE | $4,852 | $4,598+5.5% | $3,890+24.7% | $5,982-18.9% |
| Admin fee / account holder | $972 | $6,153-84.2% | $4,881-80.1% | $11,246-91.4% |