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 5-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 | $122,803 | $159,901-23.2% | $146,958-16.4% | $145,922-15.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,962 | $5,286-25.0% | $4,933-19.7% | $4,660-15.0% |
| Participant deferral / active EE | $16,963 | $8,428+101.3% | $8,070+110.2% | $6,688+153.7% |
| Admin fee / account holder | $2,714 | $15,044-82.0% | $12,998-79.1% | $13,397-79.7% |