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 | $172,537 | $110,809+55.7% | $86,874+98.6% | $167,490+3.0% |
| Participation rate | 64.7% | 75.8%-11.1pp | 71.6%-6.9pp | 82.1%-17.4pp |
| Annual return | 22.85% | 116.98%-94.1pp | 63.52%-40.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,305 | $3,244-59.8% | $2,495-47.7% | $4,837-73.0% |
| Participant deferral / active EE | $3,261 | $4,546-28.3% | $3,699-11.8% | $6,341-48.6% |
| Admin fee / account holder | $4,985 | $8,415-40.8% | $5,828-14.5% | $12,309-59.5% |