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 | $141,740 | $129,217+9.7% | $93,406+51.7% | $158,922-10.8% |
| Participation rate | 52.2% | 71.0%-18.8pp | 66.8%-14.6pp | 82.0%-29.8pp |
| Annual return | 22.16% | 118.21%-96.1pp | 78.05%-55.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,756 | $2,711+1.6% | $2,075+32.8% | $4,761-42.1% |
| Participant deferral / active EE | $4,823 | $3,909+23.4% | $3,126+54.3% | $5,982-19.4% |
| Admin fee / account holder | $9,095 | $7,383+23.2% | $5,230+73.9% | $11,246-19.1% |