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 | $104,241 | $99,652+4.6% | $78,778+32.3% | $147,584-29.4% |
| Participation rate | 55.0% | 76.2%-21.2pp | 69.2%-14.2pp | 82.8%-27.8pp |
| Annual return | 8.19% | 47.28%-39.1pp | 35.62%-27.4pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,238 | $2,796-55.7% | $1,986-37.7% | $4,876-74.6% |
| Participant deferral / active EE | $4,250 | $3,664+16.0% | $2,958+43.7% | $5,439-21.9% |
| Admin fee / account holder | $2,379 | $7,155-66.7% | $5,134-53.7% | $10,885-78.1% |