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 | $126,129 | $109,817+14.9% | $98,442+28.1% | $167,490-24.7% |
| Participation rate | 54.2% | 75.8%-21.7pp | 73.3%-19.2pp | 82.1%-27.9pp |
| Annual return | 14.88% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,117 | $3,224-65.4% | $2,960-62.3% | $4,837-76.9% |
| Participant deferral / active EE | $2,701 | $4,673-42.2% | $4,276-36.8% | $6,341-57.4% |
| Admin fee / account holder | $13,432 | $6,753+98.9% | $5,949+125.8% | $12,309+9.1% |