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 | $152,598 | $197,591-22.8% | $177,821-14.2% | $158,922-4.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.42% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,999 | $6,697-70.2% | $5,918-66.2% | $4,761-58.0% |
| Participant deferral / active EE | $3,405 | $8,405-59.5% | $7,714-55.9% | $5,982-43.1% |
| Admin fee / account holder | $404 | $15,399-97.4% | $12,427-96.7% | $11,246-96.4% |