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 | $125,966 | $118,680+6.1% | $98,907+27.4% | $158,922-20.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 76.0%-35.1pp | 82.0%-41.0pp |
| Annual return | 11.45% | 372.35%-360.9pp | 196.43%-185.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,136 | $3,333-65.9% | $2,689-57.8% | $4,761-76.1% |
| Participant deferral / active EE | $3,363 | $5,088-33.9% | $4,244-20.8% | $5,982-43.8% |
| Admin fee / account holder | $34,217 | $10,131+237.7% | $6,642+415.2% | $11,246+204.3% |