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 | $156,719 | $106,890+46.6% | $84,015+86.5% | $152,861+2.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.4%-62.4pp |
| Annual return | 15.70% | 104.99%-89.3pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,474 | $2,734-46.1% | $1,983-25.7% | $4,762-69.0% |
| Participant deferral / active EE | $3,800 | $4,011-5.3% | $3,239+17.3% | $5,850-35.0% |
| Admin fee / account holder | $1,715 | $8,285-79.3% | $6,101-71.9% | $11,596-85.2% |