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 | $154,175 | $106,890+44.2% | $84,015+83.5% | $152,861+0.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 28.83% | 104.99%-76.2pp | 71.31%-42.5pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,443 | $2,734-47.2% | $1,983-27.3% | $4,762-69.7% |
| Participant deferral / active EE | $6,142 | $4,011+53.1% | $3,239+89.7% | $5,850+5.0% |
| Admin fee / account holder | $1,009 | $8,285-87.8% | $6,101-83.5% | $11,596-91.3% |