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 8-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 | $142,140 | $106,890+33.0% | $84,015+69.2% | $152,861-7.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 29.32% | 104.99%-75.7pp | 71.31%-42.0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $1,664 | $2,734-39.2% | $1,983-16.1% | $4,762-65.1% |
| Participant deferral / active EE | $4,312 | $4,011+7.5% | $3,239+33.2% | $5,850-26.3% |
| Admin fee / account holder | $2,459 | $8,285-70.3% | $6,101-59.7% | $11,596-78.8% |