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 | $126,347 | $156,846-19.4% | $121,098+4.3% | $139,434-9.4% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 9.75% | 1474.56%-1464.8pp | 985.75%-976.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $817 | $5,536-85.2% | $4,164-80.4% | $4,751-82.8% |
| Participant deferral / active EE | $6,733 | $4,844+39.0% | $4,080+65.0% | $6,710+0.3% |
| Admin fee / account holder | $13,236 | $6,946+90.6% | $5,644+134.5% | $11,403+16.1% |