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 | $138,443 | $102,317+35.3% | $146,958-5.8% | $80,856+71.2% |
| Participation rate | 67.7% | 75.8%-8.1pp | 82.2%-14.4pp | 67.6%+0.1pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,170 | $3,713-68.5% | $4,933-76.3% | $2,755-57.5% |
| Participant deferral / active EE | $7,072 | $6,644+6.4% | $8,070-12.4% | $4,296+64.6% |
| Admin fee / account holder | $1,745 | $7,941-78.0% | $12,998-86.6% | $6,918-74.8% |