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 | $198,332 | $162,781+21.8% | $133,956+48.1% | $158,922+24.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 11.98% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,447 | $4,975-50.8% | $3,919-37.6% | $4,761-48.6% |
| Participant deferral / active EE | $3,827 | $5,911-35.3% | $5,048-24.2% | $5,982-36.0% |
| Admin fee / account holder | $1,332 | $11,736-88.7% | $8,927-85.1% | $11,246-88.2% |