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 | $153,206 | $232,540-34.1% | $185,117-17.2% | $147,584+3.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 8.65% | 43.03%-34.4pp | 40.50%-31.9pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,685 | $5,195-48.3% | $4,182-35.8% | $4,876-44.9% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | $1,952 | $10,275-81.0% | $8,159-76.1% | $10,885-82.1% |