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 | $122,284 | $109,327+11.9% | $89,391+36.8% | $158,922-23.1% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 32.95% | 345.68%-312.7pp | 245.62%-212.7pp | 302.83%-269.9pp |
| Employer contribution / active EE | $1,503 | $3,170-52.6% | $2,586-41.9% | $4,761-68.4% |
| Participant deferral / active EE | $2,614 | $4,598-43.1% | $3,890-32.8% | $5,982-56.3% |
| Admin fee / account holder | $773 | $6,153-87.4% | $4,881-84.2% | $11,246-93.1% |