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 | $141,989 | $99,652+42.5% | $78,778+80.2% | $147,584-3.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 8.92% | 47.28%-38.4pp | 35.62%-26.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,918 | $2,796-31.4% | $1,986-3.4% | $4,876-60.7% |
| Participant deferral / active EE | $5,256 | $3,664+43.5% | $2,958+77.7% | $5,439-3.4% |
| Admin fee / account holder | $422 | $7,155-94.1% | $5,134-91.8% | $10,885-96.1% |