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 | $151,451 | $106,890+41.7% | $84,015+80.3% | $152,861-0.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 23.12% | 104.99%-81.9pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,393 | $2,734-49.0% | $1,983-29.8% | $4,762-70.7% |
| Participant deferral / active EE | $4,219 | $4,011+5.2% | $3,239+30.3% | $5,850-27.9% |
| Admin fee / account holder | $16,748 | $8,285+102.1% | $6,101+174.5% | $11,596+44.4% |