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 | $132,387 | $133,922-1.1% | $116,228+13.9% | $142,382-7.0% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.6%-12.6pp | 80.1%-18.2pp |
| Annual return | 13.49% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,232 | $3,446-64.3% | $2,994-58.9% | $4,299-71.4% |
| Participant deferral / active EE | $1,704 | $5,672-70.0% | $4,953-65.6% | $6,507-73.8% |
| Admin fee / account holder | $20,428 | $14,945+36.7% | $11,989+70.4% | $12,624+61.8% |