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 | $112,958 | $107,334+5.2% | $92,893+21.6% | $152,861-26.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 16.91% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,308 | $4,221-69.0% | $3,653-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $2,429 | $4,845-49.9% | $4,236-42.7% | $5,850-58.5% |
| Admin fee / account holder | $20,520 | $7,079+189.9% | $5,794+254.2% | $11,596+76.9% |