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 | $132,620 | $115,770+14.6% | $101,248+31.0% | $158,922-16.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 8.10% | 56.14%-48.0pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,535 | $4,175-63.2% | $3,660-58.0% | $4,761-67.8% |
| Participant deferral / active EE | $1,908 | $4,957-61.5% | $4,370-56.4% | $5,982-68.1% |
| Admin fee / account holder | $29,676 | $7,245+309.6% | $5,945+399.1% | $11,246+163.9% |