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 | $101,698 | $107,934-5.8% | $91,989+10.6% | $152,861-33.5% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 15.12% | 89.24%-74.1pp | 69.02%-53.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,893 | $4,210-55.0% | $3,452-45.2% | $4,762-60.3% |
| Participant deferral / active EE | $3,296 | $6,364-48.2% | $5,923-44.4% | $5,850-43.7% |
| Admin fee / account holder | $27,711 | $10,520+163.4% | $7,743+257.9% | $11,596+139.0% |