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 | $145,849 | $118,680+22.9% | $98,907+47.5% | $158,922-8.2% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 18.04% | 372.35%-354.3pp | 196.43%-178.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,399 | $3,333-58.0% | $2,689-48.0% | $4,761-70.6% |
| Participant deferral / active EE | $4,297 | $5,088-15.5% | $4,244+1.2% | $5,982-28.2% |
| Admin fee / account holder | $3,777 | $10,131-62.7% | $6,642-43.1% | $11,246-66.4% |