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 | $112,816 | $100,901+11.8% | $75,670+49.1% | $147,584-23.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 72.3%-52.3pp | 82.8%-62.8pp |
| Annual return | 15.69% | 35.78%-20.1pp | 27.34%-11.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,200 | $3,253-63.1% | $2,352-49.0% | $4,876-75.4% |
| Participant deferral / active EE | $3,500 | $4,027-13.1% | $3,142+11.4% | $5,439-35.6% |
| Admin fee / account holder | $1,286 | $11,285-88.6% | $5,800-77.8% | $10,885-88.2% |