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 | $129,449 | $106,890+21.1% | $84,015+54.1% | $152,861-15.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 22.39% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,196 | $2,734-56.3% | $1,983-39.7% | $4,762-74.9% |
| Participant deferral / active EE | $2,654 | $4,011-33.8% | $3,239-18.1% | $5,850-54.6% |
| Admin fee / account holder | $2,858 | $8,285-65.5% | $6,101-53.1% | $11,596-75.4% |