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 | $119,379 | $156,846-23.9% | $121,098-1.4% | $139,434-14.4% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 15.63% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $892 | $5,536-83.9% | $4,164-78.6% | $4,751-81.2% |
| Participant deferral / active EE | $2,336 | $4,844-51.8% | $4,080-42.8% | $6,710-65.2% |
| Admin fee / account holder | $22,736 | $6,946+227.3% | $5,644+302.8% | $11,403+99.4% |