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 | $128,277 | $108,172+18.6% | $77,482+65.6% | $158,922-19.3% |
| Participation rate | 54.5% | 64.4%-9.9pp | 54.2%+0.4pp | 82.0%-27.4pp |
| Annual return | 13.37% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,115 | $1,325-15.8% | $986+13.0% | $4,761-76.6% |
| Participant deferral / active EE | $3,471 | $2,456+41.3% | $1,861+86.5% | $5,982-42.0% |
| Admin fee / account holder | $454 | $3,708-87.8% | $2,858-84.1% | $11,246-96.0% |