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 | $114,213 | $106,890+6.9% | $84,015+35.9% | $152,861-25.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 22.69% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $421 | $2,734-84.6% | $1,983-78.8% | $4,762-91.2% |
| Participant deferral / active EE | $1,730 | $4,011-56.9% | $3,239-46.6% | $5,850-70.4% |
| Admin fee / account holder | $2,198 | $8,285-73.5% | $6,101-64.0% | $11,596-81.0% |