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 | $137,629 | $198,466-30.7% | $170,442-19.3% | $147,584-6.7% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 9.11% | 257.29%-248.2pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,515 | $6,184-59.3% | $5,433-53.7% | $4,876-48.4% |
| Participant deferral / active EE | $5,006 | $5,629-11.1% | $4,939+1.3% | $5,439-8.0% |
| Admin fee / account holder | $33,835 | $16,852+100.8% | $13,880+143.8% | $10,885+210.8% |