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 | $114,905 | $74,888+53.4% | $71,209+61.4% | $142,382-19.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 18.33% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,750 | $2,854-38.7% | $2,721-35.7% | $4,299-59.3% |
| Participant deferral / active EE | $2,583 | $4,454-42.0% | $4,175-38.1% | $6,507-60.3% |
| Admin fee / account holder | $1,774 | $5,568-68.1% | $5,349-66.8% | $12,624-85.9% |