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 | $135,664 | $100,901+34.5% | $75,670+79.3% | $147,584-8.1% |
| Participation rate | 42.9% | 77.1%-34.3pp | 72.3%-29.5pp | 82.8%-40.0pp |
| Annual return | 18.35% | 35.78%-17.4pp | 27.34%-9.0pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,209 | $3,253-62.8% | $2,352-48.6% | $4,876-75.2% |
| Participant deferral / active EE | $7,229 | $4,027+79.5% | $3,142+130.1% | $5,439+32.9% |
| Admin fee / account holder | $435 | $11,285-96.1% | $5,800-92.5% | $10,885-96.0% |