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 | $112,891 | $106,890+5.6% | $84,015+34.4% | $152,861-26.1% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 20.41% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,279 | $2,734-16.7% | $1,983+14.9% | $4,762-52.1% |
| Participant deferral / active EE | $4,806 | $4,011+19.8% | $3,239+48.4% | $5,850-17.8% |
| Admin fee / account holder | $2,554 | $8,285-69.2% | $6,101-58.1% | $11,596-78.0% |