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 | $111,547 | $99,079+12.6% | $77,999+43.0% | $273,961-59.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 3.83% | 217.93%-214.1pp | 425.96%-422.1pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,128 | $3,308-35.7% | $2,470-13.9% | $4,869-56.3% |
| Participant deferral / active EE | $10,386 | $4,306+141.2% | $3,497+197.0% | $5,287+96.4% |
| Admin fee / account holder | $1,737 | $8,954-80.6% | $5,480-68.3% | $10,132-82.9% |