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 | $102,599 | $107,334-4.4% | $92,893+10.4% | $152,861-32.9% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 18.92% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,652 | $4,221-60.9% | $3,653-54.8% | $4,762-65.3% |
| Participant deferral / active EE | $3,133 | $4,845-35.3% | $4,236-26.0% | $5,850-46.4% |
| Admin fee / account holder | $4,168 | $7,079-41.1% | $5,794-28.1% | $11,596-64.1% |