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 | $128,257 | $121,625+5.5% | $104,607+22.6% | $158,922-19.3% |
| Participation rate | 52.2% | 77.5%-25.4pp | 74.1%-21.9pp | 82.0%-29.8pp |
| Annual return | 9.61% | 465.26%-455.6pp | 340.46%-330.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,383 | $3,163-56.3% | $2,681-48.4% | $4,761-70.9% |
| Participant deferral / active EE | $2,227 | $4,177-46.7% | $3,740-40.4% | $5,982-62.8% |
| Admin fee / account holder | $17,393 | $7,787+123.4% | $6,473+168.7% | $11,246+54.7% |