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 | $146,954 | $111,724+31.5% | $93,606+57.0% | $145,922+0.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.62% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,808 | $3,090-41.5% | $2,420-25.3% | $4,660-61.2% |
| Participant deferral / active EE | $9,207 | $4,912+87.5% | $4,411+108.7% | $6,688+37.7% |
| Admin fee / account holder | $5,622 | $10,250-45.2% | $8,285-32.1% | $13,397-58.0% |