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 | $106,641 | $99,079+7.6% | $77,999+36.7% | $273,961-61.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 17.46% | 217.93%-200.5pp | 425.96%-408.5pp | 41.45%-24.0pp |
| Employer contribution / active EE | $1,351 | $3,308-59.2% | $2,470-45.3% | $4,869-72.2% |
| Participant deferral / active EE | $1,651 | $4,306-61.7% | $3,497-52.8% | $5,287-68.8% |
| Admin fee / account holder | $315 | $8,954-96.5% | $5,480-94.3% | $10,132-96.9% |