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 | $102,029 | $107,334-4.9% | $92,893+9.8% | $152,861-33.3% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 16.41% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,340 | $4,221-68.3% | $3,653-63.3% | $4,762-71.9% |
| Participant deferral / active EE | $1,833 | $4,845-62.2% | $4,236-56.7% | $5,850-68.7% |
| Admin fee / account holder | $4,571 | $7,079-35.4% | $5,794-21.1% | $11,596-60.6% |