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 | $163,132 | $228,332-28.6% | $185,823-12.2% | $158,922+2.6% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 24.92% | 40.80%-15.9pp | 35.95%-11.0pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,135 | $4,967-57.0% | $4,087-47.8% | $4,761-55.2% |
| Participant deferral / active EE | $1,999 | $6,415-68.8% | $5,632-64.5% | $5,982-66.6% |
| Admin fee / account holder | $1,907 | $11,864-83.9% | $9,500-79.9% | $11,246-83.0% |