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 | $183,072 | $198,466-7.8% | $170,442+7.4% | $147,584+24.0% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 15.12% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,412 | $6,184-77.2% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $4,150 | $5,629-26.3% | $4,939-16.0% | $5,439-23.7% |
| Admin fee / account holder | $3,211 | $16,852-80.9% | $13,880-76.9% | $10,885-70.5% |