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 | $122,512 | $126,574-3.2% | $106,213+15.3% | $145,922-16.0% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 19.25% | 224.79%-205.5pp | 116.14%-96.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,970 | $3,730-47.2% | $3,171-37.9% | $4,660-57.7% |
| Participant deferral / active EE | $1,957 | $5,724-65.8% | $5,016-61.0% | $6,688-70.7% |
| Admin fee / account holder | $723 | $17,304-95.8% | $11,033-93.4% | $13,397-94.6% |