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 | $111,825 | $105,998+5.5% | $92,233+21.2% | $147,584-24.2% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 21.33% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $899 | $4,333-79.3% | $3,679-75.6% | $4,876-81.6% |
| Participant deferral / active EE | $2,474 | $4,478-44.8% | $3,897-36.5% | $5,439-54.5% |
| Admin fee / account holder | $1,416 | $6,332-77.6% | $5,194-72.7% | $10,885-87.0% |