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 | $116,887 | $112,881+3.5% | $90,951+28.5% | $158,922-26.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 16.36% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,863 | $2,893-1.0% | $2,122+34.9% | $4,761-39.9% |
| Participant deferral / active EE | $5,644 | $4,128+36.7% | $3,373+67.3% | $5,982-5.7% |
| Admin fee / account holder | $25,400 | $8,041+215.9% | $5,959+326.3% | $11,246+125.9% |