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 | $159,473 | $133,922+19.1% | $116,228+37.2% | $142,382+12.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 17.07% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,323 | $3,446-61.6% | $2,994-55.8% | $4,299-69.2% |
| Participant deferral / active EE | $3,181 | $5,672-43.9% | $4,953-35.8% | $6,507-51.1% |
| Admin fee / account holder | $1,735 | $14,945-88.4% | $11,989-85.5% | $12,624-86.3% |