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 | $129,509 | $100,923+28.3% | $150,045-13.7% | $74,304+74.3% |
| Participation rate | 44.6% | 70.1%-25.4pp | 82.3%-37.7pp | 60.3%-15.7pp |
| Annual return | 17.22% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,858 | $3,463-46.3% | $4,693-60.4% | $2,241-17.1% |
| Participant deferral / active EE | $4,032 | $6,709-39.9% | $7,997-49.6% | $3,767+7.0% |
| Admin fee / account holder | $11,673 | $2,767+321.9% | $13,435-13.1% | $2,969+293.2% |