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 | $108,818 | $112,096-2.9% | $95,952+13.4% | $158,922-31.5% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 50.86% | 171.09%-120.2pp | 91.61%-40.8pp | 302.83%-252.0pp |
| Employer contribution / active EE | $1,319 | $3,198-58.8% | $2,541-48.1% | $4,761-72.3% |
| Participant deferral / active EE | $3,065 | $4,784-35.9% | $4,167-26.4% | $5,982-48.8% |
| Admin fee / account holder | $11,314 | $10,130+11.7% | $6,795+66.5% | $11,246+0.6% |