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 | $121,697 | $99,652+22.1% | $78,778+54.5% | $147,584-17.5% |
| Participation rate | 68.4% | 76.2%-7.8pp | 69.2%-0.8pp | 82.8%-14.4pp |
| Annual return | 16.09% | 47.28%-31.2pp | 35.62%-19.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,492 | $2,796-46.6% | $1,986-24.9% | $4,876-69.4% |
| Participant deferral / active EE | $6,780 | $3,664+85.1% | $2,958+129.2% | $5,439+24.7% |
| Admin fee / account holder | $6,537 | $7,155-8.6% | $5,134+27.3% | $10,885-39.9% |