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 | $121,527 | $104,907+15.8% | $84,611+43.6% | $152,861-20.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 22.05% | 373.79%-351.7pp | 258.74%-236.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,133 | $3,302-35.4% | $2,652-19.6% | $4,762-55.2% |
| Participant deferral / active EE | $2,125 | $4,688-54.7% | $3,899-45.5% | $5,850-63.7% |
| Admin fee / account holder | $737 | $6,241-88.2% | $4,912-85.0% | $11,596-93.6% |