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 | $117,983+33.8% | $101,794+55.1% | $142,382+10.9% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 12.84% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,984 | $2,773-28.4% | $2,289-13.3% | $4,299-53.9% |
| Participant deferral / active EE | $5,300 | $4,714+12.4% | $4,084+29.8% | $6,507-18.6% |
| Admin fee / account holder | $23,811 | $10,433+128.2% | $8,777+171.3% | $12,624+88.6% |