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 | $149,665 | $99,652+50.2% | $78,778+90.0% | $147,584+1.4% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 15.49% | 47.28%-31.8pp | 35.62%-20.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $993 | $2,796-64.5% | $1,986-50.0% | $4,876-79.6% |
| Participant deferral / active EE | $3,461 | $3,664-5.5% | $2,958+17.0% | $5,439-36.4% |
| Admin fee / account holder | $2,691 | $7,155-62.4% | $5,134-47.6% | $10,885-75.3% |