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 | $119,971 | $111,724+7.4% | $93,606+28.2% | $145,922-17.8% |
| Participation rate | 34.8% | 74.2%-39.4pp | 68.7%-33.9pp | 80.3%-45.5pp |
| Annual return | 17.17% | 202.98%-185.8pp | 133.20%-116.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,167 | $3,090-62.2% | $2,420-51.8% | $4,660-74.9% |
| Participant deferral / active EE | $3,031 | $4,912-38.3% | $4,411-31.3% | $6,688-54.7% |
| Admin fee / account holder | $4,272 | $10,250-58.3% | $8,285-48.4% | $13,397-68.1% |