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 | $136,934 | $150,187-8.8% | $120,354+13.8% | $145,922-6.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 11.42% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,024 | $4,348-76.5% | $3,463-70.4% | $4,660-78.0% |
| Participant deferral / active EE | $1,919 | $6,173-68.9% | $4,991-61.6% | $6,688-71.3% |
| Admin fee / account holder | $6,887 | $12,207-43.6% | $9,423-26.9% | $13,397-48.6% |