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 | $180,310 | $210,648-14.4% | $177,989+1.3% | $145,922+23.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.31% | 385.86%-372.5pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,065 | $4,565-32.9% | $3,949-22.4% | $4,660-34.2% |
| Participant deferral / active EE | $4,512 | $6,958-35.2% | $6,276-28.1% | $6,688-32.5% |
| Admin fee / account holder | $1,607 | $12,013-86.6% | $10,363-84.5% | $13,397-88.0% |