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 | $141,507 | $112,096+26.2% | $95,952+47.5% | $158,922-11.0% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 22.22% | 171.09%-148.9pp | 91.61%-69.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,005 | $3,198-68.6% | $2,541-60.5% | $4,761-78.9% |
| Participant deferral / active EE | $1,995 | $4,784-58.3% | $4,167-52.1% | $5,982-66.7% |
| Admin fee / account holder | $1,243 | $10,130-87.7% | $6,795-81.7% | $11,246-88.9% |