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 | $120,211 | $111,724+7.6% | $93,606+28.4% | $145,922-17.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 22.25% | 202.98%-180.7pp | 133.20%-110.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,441 | $3,090-53.3% | $2,420-40.4% | $4,660-69.1% |
| Participant deferral / active EE | $5,539 | $4,912+12.8% | $4,411+25.6% | $6,688-17.2% |
| Admin fee / account holder | $696 | $10,250-93.2% | $8,285-91.6% | $13,397-94.8% |