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 | $149,676 | $137,414+8.9% | $189,513-21.0% | $85,850+74.3% |
| Participation rate | 68.8% | 84.6%-15.8pp | 87.8%-19.0pp | 69.3%-0.5pp |
| Annual return | 15.84% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,893 | $4,344-56.4% | $6,162-69.3% | $2,565-26.2% |
| Participant deferral / active EE | $3,552 | $6,260-43.3% | $8,221-56.8% | $3,952-10.1% |
| Admin fee / account holder | $443 | $8,630-94.9% | $12,045-96.3% | $6,260-92.9% |