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 | $123,753 | $105,859+16.9% | $90,160+37.3% | $147,584-16.1% |
| Participation rate | 52.4% | 79.7%-27.4pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 13.32% | 37.63%-24.3pp | 34.88%-21.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,396 | $4,126-41.9% | $3,318-27.8% | $4,876-50.9% |
| Participant deferral / active EE | $5,037 | $5,733-12.1% | $5,288-4.7% | $5,439-7.4% |
| Admin fee / account holder | $1,425 | $8,046-82.3% | $5,943-76.0% | $10,885-86.9% |