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 | $115,420 | $69,207+66.8% | $64,056+80.2% | $139,434-17.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.88% | 45.88%-30.0pp | 33.69%-17.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,172 | $3,182-63.2% | $2,747-57.3% | $4,751-75.3% |
| Participant deferral / active EE | $3,063 | $4,682-34.6% | $3,880-21.0% | $6,710-54.3% |
| Admin fee / account holder | $2,877 | $4,244-32.2% | $3,068-6.2% | $11,403-74.8% |