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 9-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 | $142,193 | $61,774+130.2% | $97,226+46.2% | $80,856+75.9% |
| Participation rate | 43.9% | 63.5%-19.6pp | 72.7%-28.7pp | 67.6%-23.7pp |
| Annual return | 24.34% | -557.90%+582.2pp | 75.13%-50.8pp | 35.59%-11.3pp |
| Employer contribution / active EE | $1,372 | $1,837-25.3% | $2,729-49.7% | $2,755-50.2% |
| Participant deferral / active EE | $3,372 | $3,029+11.3% | $4,264-20.9% | $4,296-21.5% |
| Admin fee / account holder | $3,118 | $5,166-39.6% | $5,654-44.8% | $6,918-54.9% |