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 | $147,200 | $150,187-2.0% | $120,354+22.3% | $145,922+0.9% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 11.85% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,627 | $4,348-62.6% | $3,463-53.0% | $4,660-65.1% |
| Participant deferral / active EE | $2,748 | $6,173-55.5% | $4,991-44.9% | $6,688-58.9% |
| Admin fee / account holder | $1,965 | $12,207-83.9% | $9,423-79.1% | $13,397-85.3% |