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 | $118,667 | $99,918+18.8% | $81,382+45.8% | $145,922-18.7% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 8.40% | 34.32%-25.9pp | 24.73%-16.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,751 | $2,978-41.2% | $2,463-28.9% | $4,660-62.4% |
| Participant deferral / active EE | $2,393 | $4,605-48.0% | $3,883-38.4% | $6,688-64.2% |
| Admin fee / account holder | $27,007 | $8,212+228.9% | $5,768+368.2% | $13,397+101.6% |