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 | $159,137 | $124,319+28.0% | $111,297+43.0% | $167,490-5.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 11.89% | 37.44%-25.5pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,717 | $3,435-50.0% | $2,731-37.1% | $4,837-64.5% |
| Participant deferral / active EE | $6,491 | $5,180+25.3% | $4,487+44.7% | $6,341+2.4% |
| Admin fee / account holder | $12,231 | $10,618+15.2% | $7,964+53.6% | $12,309-0.6% |