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 | $140,163 | $77,145+81.7% | $108,410+29.3% | $85,850+63.3% |
| Participation rate | 65.9% | 74.7%-8.8pp | 80.1%-14.2pp | 69.3%-3.4pp |
| Annual return | 13.88% | 44.54%-30.7pp | 905.27%-891.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,704 | $2,379-28.4% | $3,558-52.1% | $2,565-33.6% |
| Participant deferral / active EE | $3,976 | $5,566-28.6% | $6,563-39.4% | $3,952+0.6% |
| Admin fee / account holder | $16,200 | $5,172+213.2% | $7,295+122.1% | $6,260+158.8% |