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 | $139,609 | $105,859+31.9% | $90,160+54.8% | $147,584-5.4% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.3pp | 82.8%-21.3pp |
| Annual return | 17.78% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,191 | $4,126-46.9% | $3,318-34.0% | $4,876-55.1% |
| Participant deferral / active EE | $6,835 | $5,733+19.2% | $5,288+29.3% | $5,439+25.7% |
| Admin fee / account holder | $41,183 | $8,046+411.8% | $5,943+593.0% | $10,885+278.3% |