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 | $133,961 | $69,207+93.6% | $64,056+109.1% | $139,434-3.9% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.06% | 45.88%-31.8pp | 33.69%-19.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,640 | $3,182-17.0% | $2,747-3.9% | $4,751-44.4% |
| Participant deferral / active EE | $3,300 | $4,682-29.5% | $3,880-15.0% | $6,710-50.8% |
| Admin fee / account holder | $584 | $4,244-86.2% | $3,068-81.0% | $11,403-94.9% |