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 | $118,240 | $109,327+8.2% | $89,391+32.3% | $158,922-25.6% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.0%-26.8pp | 82.0%-40.8pp |
| Annual return | 10.80% | 345.68%-334.9pp | 245.62%-234.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,052 | $3,170-66.8% | $2,586-59.3% | $4,761-77.9% |
| Participant deferral / active EE | $1,114 | $4,598-75.8% | $3,890-71.4% | $5,982-81.4% |
| Admin fee / account holder | $22,899 | $6,153+272.2% | $4,881+369.1% | $11,246+103.6% |