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 | $151,587 | $95,561+58.6% | $77,163+96.5% | $139,434+8.7% |
| Participation rate | 52.6% | 73.9%-21.3pp | 69.6%-16.9pp | 80.3%-27.7pp |
| Annual return | 15.34% | 54.92%-39.6pp | 37.87%-22.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,291 | $3,147-59.0% | $2,535-49.1% | $4,751-72.8% |
| Participant deferral / active EE | $6,171 | $4,624+33.5% | $3,833+61.0% | $6,710-8.0% |
| Admin fee / account holder | $891 | $8,295-89.3% | $5,472-83.7% | $11,403-92.2% |