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 | $174,443 | $99,918+74.6% | $81,382+114.4% | $145,922+19.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 11.20% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,176 | $2,978-60.5% | $2,463-52.3% | $4,660-74.8% |
| Participant deferral / active EE | $5,154 | $4,605+11.9% | $3,883+32.7% | $6,688-22.9% |
| Admin fee / account holder | $866 | $8,212-89.5% | $5,768-85.0% | $13,397-93.5% |