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 | $126,953 | $102,317+24.1% | $146,958-13.6% | $80,856+57.0% |
| Participation rate | 68.2% | 75.8%-7.7pp | 82.2%-14.0pp | 67.6%+0.5pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,125 | $3,713-42.8% | $4,933-56.9% | $2,755-22.9% |
| Participant deferral / active EE | $4,972 | $6,644-25.2% | $8,070-38.4% | $4,296+15.7% |
| Admin fee / account holder | $1,897 | $7,941-76.1% | $12,998-85.4% | $6,918-72.6% |