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 | $170,660 | $126,574+34.8% | $106,213+60.7% | $145,922+17.0% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.5pp |
| Annual return | 11.87% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,617 | $3,730-29.9% | $3,171-17.5% | $4,660-43.8% |
| Participant deferral / active EE | $8,331 | $5,724+45.6% | $5,016+66.1% | $6,688+24.6% |
| Admin fee / account holder | $4,869 | $17,304-71.9% | $11,033-55.9% | $13,397-63.7% |