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 | $126,765 | $129,217-1.9% | $93,406+35.7% | $158,922-20.2% |
| Participation rate | 52.9% | 71.0%-18.0pp | 66.8%-13.9pp | 82.0%-29.0pp |
| Annual return | 13.62% | 118.21%-104.6pp | 78.05%-64.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,082 | $2,711-60.1% | $2,075-47.8% | $4,761-77.3% |
| Participant deferral / active EE | $5,035 | $3,909+28.8% | $3,126+61.1% | $5,982-15.8% |
| Admin fee / account holder | $7,382 | $7,3830% | $5,230+41.2% | $11,246-34.4% |