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 | $120,222 | $105,998+13.4% | $92,233+30.3% | $147,584-18.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 11.02% | 50.05%-39.0pp | 176.28%-165.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $955 | $4,333-78.0% | $3,679-74.0% | $4,876-80.4% |
| Participant deferral / active EE | $7,781 | $4,478+73.8% | $3,897+99.7% | $5,439+43.1% |
| Admin fee / account holder | $1,680 | $6,332-73.5% | $5,194-67.7% | $10,885-84.6% |