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 | $137,417 | $104,907+31.0% | $84,611+62.4% | $152,861-10.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 24.62% | 373.79%-349.2pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,795 | $3,302-15.4% | $2,652+5.4% | $4,762-41.3% |
| Participant deferral / active EE | $5,675 | $4,688+21.1% | $3,899+45.6% | $5,850-3.0% |
| Admin fee / account holder | $22,921 | $6,241+267.3% | $4,912+366.6% | $11,596+97.7% |