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 | $124,852 | $73,515+69.8% | $62,995+98.2% | $147,584-15.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 12.36% | 175.43%-163.1pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,833 | $3,320+15.4% | $2,759+38.9% | $4,876-21.4% |
| Participant deferral / active EE | $7,960 | $4,185+90.2% | $3,329+139.1% | $5,439+46.4% |
| Admin fee / account holder | $2,063 | $5,953-65.3% | $3,600-42.7% | $10,885-81.0% |