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 | $134,923 | $109,327+23.4% | $89,391+50.9% | $158,922-15.1% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.0%-40.7pp | 82.0%-54.7pp |
| Annual return | 13.22% | 345.68%-332.5pp | 245.62%-232.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $539 | $3,170-83.0% | $2,586-79.2% | $4,761-88.7% |
| Participant deferral / active EE | $2,069 | $4,598-55.0% | $3,890-46.8% | $5,982-65.4% |
| Admin fee / account holder | $11,182 | $6,153+81.7% | $4,881+129.1% | $11,246-0.6% |