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 | $137,786 | $105,998+30.0% | $92,233+49.4% | $147,584-6.6% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.3pp | 82.8%-43.7pp |
| Annual return | 12.23% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $762 | $4,333-82.4% | $3,679-79.3% | $4,876-84.4% |
| Participant deferral / active EE | $1,533 | $4,478-65.8% | $3,897-60.7% | $5,439-71.8% |
| Admin fee / account holder | $24,591 | $6,332+288.4% | $5,194+373.5% | $10,885+125.9% |