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 | $171,700 | $152,587+12.5% | $125,175+37.2% | $152,861+12.3% |
| Participation rate | 30.8% | 83.3%-52.6pp | 79.8%-49.0pp | 82.4%-51.7pp |
| Annual return | 13.17% | 54.84%-41.7pp | 43.79%-30.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,553 | $4,946-68.6% | $3,865-59.8% | $4,762-67.4% |
| Participant deferral / active EE | $3,148 | $5,868-46.3% | $4,937-36.2% | $5,850-46.2% |
| Admin fee / account holder | $23,363 | $13,434+73.9% | $9,702+140.8% | $11,596+101.5% |