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 | $132,095 | $104,251+26.7% | $91,001+45.2% | $147,584-10.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 14.36% | 27.06%-12.7pp | 4.60%+9.8pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,368 | $3,116-56.1% | $2,456-44.3% | $4,876-71.9% |
| Participant deferral / active EE | $5,985 | $4,195+42.7% | $3,547+68.7% | $5,439+10.0% |
| Admin fee / account holder | $6,657 | $8,948-25.6% | $5,417+22.9% | $10,885-38.8% |