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 | $131,539 | $111,814+17.6% | $93,654+40.5% | $145,959-9.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.68% | 203.30%-193.6pp | 133.34%-123.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,018 | $3,092-34.7% | $2,421-16.7% | $4,661-56.7% |
| Participant deferral / active EE | $8,839 | $4,914+79.9% | $4,413+100.3% | $6,689+32.2% |
| Admin fee / account holder | $1,444 | $10,246-85.9% | $8,282-82.6% | $13,398-89.2% |