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 | $144,010 | $96,305+49.5% | $80,569+78.7% | $139,434+3.3% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 17.05% | 1350.08%-1333.0pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,120 | $3,262-65.7% | $2,723-58.9% | $4,751-76.4% |
| Participant deferral / active EE | $2,635 | $5,232-49.6% | $4,447-40.8% | $6,710-60.7% |
| Admin fee / account holder | $1,696 | $6,599-74.3% | $5,377-68.5% | $11,403-85.1% |