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 | $129,604 | $102,616+26.3% | $81,983+58.1% | $158,922-18.4% |
| Participation rate | 69.6% | 75.5%-6.0pp | 69.2%+0.3pp | 82.0%-12.4pp |
| Annual return | 17.05% | 61.04%-44.0pp | 41.31%-24.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,978 | $3,240-38.9% | $2,498-20.8% | $4,761-58.4% |
| Participant deferral / active EE | $4,458 | $4,648-4.1% | $3,722+19.8% | $5,982-25.5% |
| Admin fee / account holder | $464 | $8,235-94.4% | $5,664-91.8% | $11,246-95.9% |