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 | $137,708 | $107,334+28.3% | $92,893+48.2% | $152,861-9.9% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 48.67% | 145.58%-96.9pp | 109.41%-60.7pp | 345.32%-296.6pp |
| Employer contribution / active EE | $1,052 | $4,221-75.1% | $3,653-71.2% | $4,762-77.9% |
| Participant deferral / active EE | $4,382 | $4,845-9.5% | $4,236+3.5% | $5,850-25.1% |
| Admin fee / account holder | $21,248 | $7,079+200.1% | $5,794+266.7% | $11,596+83.2% |