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 | $114,865 | $113,339+1.3% | $94,993+20.9% | $147,584-22.2% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 22.34% | 20.77%+1.6pp | 27.12%-4.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,400 | $3,160-55.7% | $2,603-46.2% | $4,876-71.3% |
| Participant deferral / active EE | $5,063 | $3,777+34.0% | $3,317+52.6% | $5,439-6.9% |
| Admin fee / account holder | $1,250 | $6,063-79.4% | $4,960-74.8% | $10,885-88.5% |