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 | $140,671 | $159,901-12.0% | $146,958-4.3% | $145,922-3.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.74% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,804 | $5,286-28.0% | $4,933-22.9% | $4,660-18.4% |
| Participant deferral / active EE | $10,161 | $8,428+20.6% | $8,070+25.9% | $6,688+51.9% |
| Admin fee / account holder | $508 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |