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 | $157,871 | $112,729+40.0% | $98,716+59.9% | $137,256+15.0% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.3%-21.9pp | 80.0%-32.6pp |
| Annual return | 12.84% | 38.48%-25.6pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,984 | $2,725-27.2% | $2,279-12.9% | $4,156-52.3% |
| Participant deferral / active EE | $5,300 | $4,640+14.2% | $4,048+30.9% | $6,407-17.3% |
| Admin fee / account holder | $23,811 | $10,129+135.1% | $8,703+173.6% | $12,270+94.1% |