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 | $185,094 | $111,535+66.0% | $105,223+75.9% | $137,256+34.9% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 14.06% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,255 | $3,939-42.8% | $3,689-38.9% | $4,156-45.7% |
| Participant deferral / active EE | $5,899 | $5,500+7.3% | $5,072+16.3% | $6,407-7.9% |
| Admin fee / account holder | $4,256 | $9,721-56.2% | $8,859-52.0% | $12,270-65.3% |