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 | $131,605 | $105,181+25.1% | $159,436-17.5% | $85,850+53.3% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.8%-24.9pp | 69.3%-11.4pp |
| Annual return | 16.34% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,976 | $3,318-40.4% | $4,829-59.1% | $2,565-23.0% |
| Participant deferral / active EE | $5,189 | $5,945-12.7% | $7,352-29.4% | $3,952+31.3% |
| Admin fee / account holder | $2,053 | $6,933-70.4% | $10,799-81.0% | $6,260-67.2% |