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 | $128,682 | $99,652+29.1% | $78,778+63.3% | $147,584-12.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 15.67% | 47.28%-31.6pp | 35.62%-20.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,686 | $2,796-39.7% | $1,986-15.1% | $4,876-65.4% |
| Participant deferral / active EE | $5,774 | $3,664+57.6% | $2,958+95.2% | $5,439+6.2% |
| Admin fee / account holder | $13,619 | $7,155+90.3% | $5,134+165.3% | $10,885+25.1% |