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 | $115,880 | $109,327+6.0% | $89,391+29.6% | $158,922-27.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 13.76% | 345.68%-331.9pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,789 | $3,170-43.5% | $2,586-30.8% | $4,761-62.4% |
| Participant deferral / active EE | $2,237 | $4,598-51.4% | $3,890-42.5% | $5,982-62.6% |
| Admin fee / account holder | $969 | $6,153-84.3% | $4,881-80.2% | $11,246-91.4% |