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 | $120,464 | $107,334+12.2% | $92,893+29.7% | $152,861-21.2% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.4%-23.6pp |
| Annual return | 22.24% | 145.58%-123.3pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,755 | $4,221-58.4% | $3,653-51.9% | $4,762-63.1% |
| Participant deferral / active EE | $6,124 | $4,845+26.4% | $4,236+44.6% | $5,850+4.7% |
| Admin fee / account holder | $797 | $7,079-88.7% | $5,794-86.2% | $11,596-93.1% |