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 | $141,093 | $156,846-10.0% | $121,098+16.5% | $139,434+1.2% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 17.34% | 1474.56%-1457.2pp | 985.75%-968.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $727 | $5,536-86.9% | $4,164-82.6% | $4,751-84.7% |
| Participant deferral / active EE | $3,445 | $4,844-28.9% | $4,080-15.6% | $6,710-48.7% |
| Admin fee / account holder | $2,435 | $6,946-64.9% | $5,644-56.9% | $11,403-78.6% |