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 5-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 | $105,209 | $100,773+4.4% | $88,946+18.3% | $142,382-26.1% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | 17.83% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,612 | $2,918-44.7% | $2,555-36.9% | $4,299-62.5% |
| Participant deferral / active EE | $7,961 | $5,230+52.2% | $4,581+73.8% | $6,507+22.3% |
| Admin fee / account holder | $484 | $9,693-95.0% | $8,261-94.1% | $12,624-96.2% |