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 | $130,010 | $144,119-9.8% | $117,854+10.3% | $147,584-11.9% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 14.56% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,344 | $4,896-72.5% | $3,786-64.5% | $4,876-72.4% |
| Participant deferral / active EE | $2,713 | $5,316-49.0% | $4,482-39.5% | $5,439-50.1% |
| Admin fee / account holder | $9,480 | $10,886-12.9% | $8,020+18.2% | $10,885-12.9% |