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 | $186,421 | $99,877+86.7% | $84,966+119.4% | $145,922+27.8% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-26.9pp |
| Annual return | 13.11% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,061 | $3,231-67.2% | $2,727-61.1% | $4,660-77.2% |
| Participant deferral / active EE | $2,190 | $5,291-58.6% | $4,519-51.5% | $6,688-67.3% |
| Admin fee / account holder | $4,085 | $7,248-43.6% | $6,149-33.6% | $13,397-69.5% |