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 | $150,496 | $107,934+39.4% | $91,989+63.6% | $152,861-1.5% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 15.14% | 89.24%-74.1pp | 69.02%-53.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,365 | $4,210-67.6% | $3,452-60.5% | $4,762-71.3% |
| Participant deferral / active EE | $4,125 | $6,364-35.2% | $5,923-30.4% | $5,850-29.5% |
| Admin fee / account holder | $51,792 | $10,520+392.3% | $7,743+568.9% | $11,596+346.6% |