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 | $103,412 | $95,971+7.8% | $74,550+38.7% | $135,375-23.6% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | 6.63% | 56.96%-50.3pp | 32.53%-25.9pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,199 | $2,716-19.1% | $1,961+12.1% | $4,779-54.0% |
| Participant deferral / active EE | $8,795 | $3,843+128.8% | $3,108+183.0% | $5,609+56.8% |
| Admin fee / account holder | $11,593 | $6,522+77.8% | $5,060+129.1% | $10,827+7.1% |