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 | $125,481 | $112,096+11.9% | $95,952+30.8% | $158,922-21.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 23.64% | 171.09%-147.5pp | 91.61%-68.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,249 | $3,198-61.0% | $2,541-50.9% | $4,761-73.8% |
| Participant deferral / active EE | $2,775 | $4,784-42.0% | $4,167-33.4% | $5,982-53.6% |
| Admin fee / account holder | $456 | $10,130-95.5% | $6,795-93.3% | $11,246-95.9% |