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 | $101,356 | $74,888+35.3% | $71,209+42.3% | $142,382-28.8% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.1%-15.4pp |
| Annual return | 13.64% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,353 | $2,854-52.6% | $2,721-50.3% | $4,299-68.5% |
| Participant deferral / active EE | $9,261 | $4,454+107.9% | $4,175+121.8% | $6,507+42.3% |
| Admin fee / account holder | $2,419 | $5,568-56.6% | $5,349-54.8% | $12,624-80.8% |