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 | $176,357 | $111,814+57.7% | $93,654+88.3% | $145,959+20.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 8.86% | 203.30%-194.4pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,283 | $3,092-26.2% | $2,421-5.7% | $4,661-51.0% |
| Participant deferral / active EE | $7,438 | $4,914+51.4% | $4,413+68.6% | $6,689+11.2% |
| Admin fee / account holder | $6,110 | $10,246-40.4% | $8,282-26.2% | $13,398-54.4% |