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 | $136,201 | $149,679-9.0% | $117,039+16.4% | $147,584-7.7% |
| Participation rate | 54.5% | 83.5%-28.9pp | 77.2%-22.6pp | 82.8%-28.3pp |
| Annual return | 15.51% | 19.31%-3.8pp | 18.95%-3.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,082 | $4,937-78.1% | $3,785-71.4% | $4,876-77.8% |
| Participant deferral / active EE | $4,261 | $4,912-13.3% | $3,929+8.4% | $5,439-21.7% |
| Admin fee / account holder | $3,931 | $7,856-50.0% | $5,974-34.2% | $10,885-63.9% |