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 | $69,783 | $107,334-35.0% | $92,893-24.9% | $152,861-54.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 29.37% | 145.58%-116.2pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,024 | $4,221-52.0% | $3,653-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $4,767 | $4,845-1.6% | $4,236+12.5% | $5,850-18.5% |
| Admin fee / account holder | $22,485 | $7,079+217.6% | $5,794+288.1% | $11,596+93.9% |