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 | $193,847 | $135,952+42.6% | $123,892+56.5% | $273,961-29.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 16.96% | 56.63%-39.7pp | 47.52%-30.6pp | 41.45%-24.5pp |
| Employer contribution / active EE | $1,660 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $4,304 | $6,343-32.1% | $5,984-28.1% | $5,287-18.6% |
| Admin fee / account holder | $1,450 | $9,817-85.2% | $8,357-82.6% | $10,132-85.7% |