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 | $111,752 | $99,652+12.1% | $78,778+41.9% | $147,584-24.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 12.41% | 47.28%-34.9pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,387 | $2,796-50.4% | $1,986-30.2% | $4,876-71.6% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $1,071 | $7,155-85.0% | $5,134-79.1% | $10,885-90.2% |