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 | $96,154 | $74,888+28.4% | $71,209+35.0% | $142,382-32.5% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.8%-38.0pp | 80.1%-44.4pp |
| Annual return | 18.61% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,137 | $2,854-60.2% | $2,721-58.2% | $4,299-73.6% |
| Participant deferral / active EE | $1,885 | $4,454-57.7% | $4,175-54.8% | $6,507-71.0% |
| Admin fee / account holder | $8,450 | $5,568+51.7% | $5,349+58.0% | $12,624-33.1% |