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 | $140,452 | $169,161-17.0% | $129,295+8.6% | $145,959-3.8% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 12.47% | 14348.07%-14335.6pp | 9429.28%-9416.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,027 | $5,543-81.5% | $4,157-75.3% | $4,661-78.0% |
| Participant deferral / active EE | $2,219 | $4,989-55.5% | $4,169-46.8% | $6,689-66.8% |
| Admin fee / account holder | $3,944 | $9,878-60.1% | $7,665-48.6% | $13,398-70.6% |