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 | $131,085 | $107,334+22.1% | $92,893+41.1% | $152,861-14.2% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.4%-12.9pp |
| Annual return | 21.19% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,365 | $4,221-44.0% | $3,653-35.3% | $4,762-50.3% |
| Participant deferral / active EE | $8,499 | $4,845+75.4% | $4,236+100.6% | $5,850+45.3% |
| Admin fee / account holder | $3,426 | $7,079-51.6% | $5,794-40.9% | $11,596-70.5% |