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 | $149,739 | $96,635+55.0% | $86,612+72.9% | $139,434+7.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 11.09% | 106.41%-95.3pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $594 | $3,263-81.8% | $3,022-80.3% | $4,751-87.5% |
| Participant deferral / active EE | $2,157 | $4,836-55.4% | $4,438-51.4% | $6,710-67.8% |
| Admin fee / account holder | $1,364 | $6,408-78.7% | $5,614-75.7% | $11,403-88.0% |