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 | $162,448 | $232,540-30.1% | $185,117-12.2% | $147,584+10.1% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 20.14% | 43.03%-22.9pp | 40.50%-20.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,025 | $5,195-61.0% | $4,182-51.6% | $4,876-58.5% |
| Participant deferral / active EE | $2,513 | $5,834-56.9% | $5,045-50.2% | $5,439-53.8% |
| Admin fee / account holder | $13,030 | $10,275+26.8% | $8,159+59.7% | $10,885+19.7% |