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 | $149,544 | $111,535+34.1% | $105,223+42.1% | $137,256+9.0% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 80.0%-41.9pp |
| Annual return | 15.74% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,146 | $3,939-70.9% | $3,689-68.9% | $4,156-72.4% |
| Participant deferral / active EE | $3,863 | $5,500-29.8% | $5,072-23.8% | $6,407-39.7% |
| Admin fee / account holder | $1,467 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |