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 | $128,138 | $107,334+19.4% | $92,893+37.9% | $152,861-16.2% |
| Participation rate | 52.2% | 79.8%-27.6pp | 76.0%-23.8pp | 82.4%-30.3pp |
| Annual return | 18.34% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,372 | $4,221-67.5% | $3,653-62.5% | $4,762-71.2% |
| Participant deferral / active EE | $3,250 | $4,845-32.9% | $4,236-23.3% | $5,850-44.4% |
| Admin fee / account holder | $9,757 | $7,079+37.8% | $5,794+68.4% | $11,596-15.9% |