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 | $111,586 | $111,5350% | $105,223+6.0% | $137,256-18.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.74% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,584 | $3,939-59.8% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $1,920 | $5,500-65.1% | $5,072-62.1% | $6,407-70.0% |
| Admin fee / account holder | $4,333 | $9,721-55.4% | $8,859-51.1% | $12,270-64.7% |