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 | $126,868 | $109,327+16.0% | $89,391+41.9% | $158,922-20.2% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 21.56% | 345.68%-324.1pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,089 | $3,170-65.7% | $2,586-57.9% | $4,761-77.1% |
| Participant deferral / active EE | $2,344 | $4,598-49.0% | $3,890-39.7% | $5,982-60.8% |
| Admin fee / account holder | $663 | $6,153-89.2% | $4,881-86.4% | $11,246-94.1% |