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 | $192,601 | $232,540-17.2% | $185,117+4.0% | $147,584+30.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 10.66% | 43.03%-32.4pp | 40.50%-29.8pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,003 | $5,195-80.7% | $4,182-76.0% | $4,876-79.4% |
| Participant deferral / active EE | $3,603 | $5,834-38.2% | $5,045-28.6% | $5,439-33.8% |
| Admin fee / account holder | $3,849 | $10,275-62.5% | $8,159-52.8% | $10,885-64.6% |