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 | $142,442 | $91,190+56.2% | $178,490-20.2% | $79,858+78.4% |
| Participation rate | 64.6% | 69.2%-4.6pp | 81.9%-17.3pp | 69.6%-5.0pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,583 | $3,256-51.4% | $5,011-68.4% | $2,471-35.9% |
| Participant deferral / active EE | $5,240 | $3,236+61.9% | $5,202+0.7% | $3,740+40.1% |
| Admin fee / account holder | $2,192 | $6,751-67.5% | $13,984-84.3% | $5,306-58.7% |