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 | $134,254 | $112,881+18.9% | $90,951+47.6% | $158,922-15.5% |
| Participation rate | 45.8% | 74.7%-28.9pp | 69.0%-23.2pp | 82.0%-36.1pp |
| Annual return | 12.42% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,554 | $2,893-46.3% | $2,122-26.8% | $4,761-67.4% |
| Participant deferral / active EE | $7,157 | $4,128+73.4% | $3,373+112.2% | $5,982+19.6% |
| Admin fee / account holder | $38,813 | $8,041+382.7% | $5,959+551.4% | $11,246+245.1% |