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 | $133,934 | $159,901-16.2% | $146,958-8.9% | $145,922-8.2% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 59.00% | 98.13%-39.1pp | 418.34%-359.3pp | 561.29%-502.3pp |
| Employer contribution / active EE | $3,296 | $5,286-37.7% | $4,933-33.2% | $4,660-29.3% |
| Participant deferral / active EE | $7,571 | $8,428-10.2% | $8,070-6.2% | $6,688+13.2% |
| Admin fee / account holder | $5,496 | $15,044-63.5% | $12,998-57.7% | $13,397-59.0% |