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 | $98,991 | $113,339-12.7% | $94,993+4.2% | $147,584-32.9% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 22.17% | 20.77%+1.4pp | 27.12%-5.0pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,632 | $3,160-48.4% | $2,603-37.3% | $4,876-66.5% |
| Participant deferral / active EE | $6,968 | $3,777+84.5% | $3,317+110.1% | $5,439+28.1% |
| Admin fee / account holder | $535 | $6,063-91.2% | $4,960-89.2% | $10,885-95.1% |