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 | $131,304 | $58,726+123.6% | $92,233+42.4% | $62,292+110.8% |
| Participation rate | 58.5% | 68.3%-9.9pp | 76.5%-18.0pp | 69.5%-11.0pp |
| Annual return | 16.64% | 43.62%-27.0pp | 176.28%-159.6pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,239 | $2,392-48.2% | $3,679-66.3% | $2,042-39.3% |
| Participant deferral / active EE | $3,540 | $2,766+28.0% | $3,897-9.2% | $3,169+11.7% |
| Admin fee / account holder | $1,847 | $556+232.0% | $5,194-64.4% | $479+285.4% |