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 | $128,375 | $93,571+37.2% | $135,903-5.5% | $75,163+70.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 52.75% | 30.90%+21.8pp | 68.23%-15.5pp | 160.62%-107.9pp |
| Employer contribution / active EE | $4,059 | $3,537+14.8% | $4,856-16.4% | $2,670+52.0% |
| Participant deferral / active EE | $9,826 | $6,404+53.4% | $7,758+26.7% | $4,125+138.2% |
| Admin fee / account holder | $6,299 | $6,975-9.7% | $10,762-41.5% | $5,651+11.5% |