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 6-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 | $117,185 | $109,982+6.5% | $97,226+20.5% | $145,922-19.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 15.39% | 242.90%-227.5pp | 75.13%-59.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,351 | $3,084-56.2% | $2,729-50.5% | $4,660-71.0% |
| Participant deferral / active EE | $4,855 | $4,676+3.8% | $4,264+13.9% | $6,688-27.4% |
| Admin fee / account holder | $1,668 | $6,221-73.2% | $5,654-70.5% | $13,397-87.5% |