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 | $128,326 | $159,934-19.8% | $147,005-12.7% | $145,959-12.1% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 11.78% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,598 | $5,287-13.0% | $4,934-6.8% | $4,661-1.4% |
| Participant deferral / active EE | $12,294 | $8,427+45.9% | $8,070+52.3% | $6,689+83.8% |
| Admin fee / account holder | $29,218 | $15,053+94.1% | $13,006+124.6% | $13,398+118.1% |