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 | $163,097 | $202,432-19.4% | $169,368-3.7% | $139,434+17.0% |
| Participation rate | 52.4% | 81.1%-28.7pp | 77.1%-24.8pp | 80.3%-27.9pp |
| Annual return | 18.71% | 531.74%-513.0pp | 405.60%-386.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,809 | $4,692-61.5% | $4,013-54.9% | $4,751-61.9% |
| Participant deferral / active EE | $4,405 | $6,938-36.5% | $6,221-29.2% | $6,710-34.4% |
| Admin fee / account holder | $1,236 | $10,708-88.5% | $9,003-86.3% | $11,403-89.2% |