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 | $124,838 | $99,652+25.3% | $78,778+58.5% | $147,584-15.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 17.85% | 47.28%-29.4pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,122 | $2,796-59.9% | $1,986-43.5% | $4,876-77.0% |
| Participant deferral / active EE | $4,905 | $3,664+33.9% | $2,958+65.8% | $5,439-9.8% |
| Admin fee / account holder | $2,692 | $7,155-62.4% | $5,134-47.6% | $10,885-75.3% |