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 4-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 | $123,340 | $109,982+12.1% | $97,226+26.9% | $145,922-15.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 9.46% | 242.90%-233.4pp | 75.13%-65.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,538 | $3,084-50.1% | $2,729-43.6% | $4,660-67.0% |
| Participant deferral / active EE | $5,687 | $4,676+21.6% | $4,264+33.4% | $6,688-15.0% |
| Admin fee / account holder | $6,166 | $6,221-0.9% | $5,654+9.1% | $13,397-54.0% |