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 | $138,319 | $144,119-4.0% | $117,854+17.4% | $147,584-6.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 9.01% | 531.15%-522.1pp | 335.08%-326.1pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,330 | $4,896-72.8% | $3,786-64.9% | $4,876-72.7% |
| Participant deferral / active EE | $6,069 | $5,316+14.2% | $4,482+35.4% | $5,439+11.6% |
| Admin fee / account holder | $476 | $10,886-95.6% | $8,020-94.1% | $10,885-95.6% |