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 | $129,585 | $107,334+20.7% | $92,893+39.5% | $152,861-15.2% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 18.90% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,350 | $4,221-68.0% | $3,653-63.0% | $4,762-71.7% |
| Participant deferral / active EE | $1,943 | $4,845-59.9% | $4,236-54.1% | $5,850-66.8% |
| Admin fee / account holder | $5,262 | $7,079-25.7% | $5,794-9.2% | $11,596-54.6% |