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 | $151,057 | $183,963-17.9% | $162,163-6.8% | $152,861-1.2% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.6%-26.4pp | 82.4%-21.3pp |
| Annual return | 18.62% | 150.76%-132.1pp | 115.59%-97.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,980 | $6,371-68.9% | $5,614-64.7% | $4,762-58.4% |
| Participant deferral / active EE | $5,769 | $8,034-28.2% | $7,298-21.0% | $5,850-1.4% |
| Admin fee / account holder | $1,481 | $13,121-88.7% | $10,843-86.3% | $11,596-87.2% |