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 | $150,986 | $198,466-23.9% | $170,442-11.4% | $147,584+2.3% |
| Participation rate | 27.3% | 88.0%-60.7pp | 83.6%-56.3pp | 82.8%-55.6pp |
| Annual return | 15.29% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,479 | $6,184-76.1% | $5,433-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $2,323 | $5,629-58.7% | $4,939-53.0% | $5,439-57.3% |
| Admin fee / account holder | $400 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |