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 | $146,940 | $124,319+18.2% | $111,297+32.0% | $167,490-12.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 25.24% | 37.44%-12.2pp | 54.65%-29.4pp | 478.56%-453.3pp |
| Employer contribution / active EE | $1,940 | $3,435-43.5% | $2,731-29.0% | $4,837-59.9% |
| Participant deferral / active EE | $3,170 | $5,180-38.8% | $4,487-29.3% | $6,341-50.0% |
| Admin fee / account holder | $12,083 | $10,618+13.8% | $7,964+51.7% | $12,309-1.8% |