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 | $177,845 | $133,958+32.8% | $112,228+58.5% | $134,475+32.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 0.84% | 47.11%-46.3pp | 27.45%-26.6pp | 417.96%-417.1pp |
| Employer contribution / active EE | $2,570 | $4,038-36.4% | $3,635-29.3% | $4,740-45.8% |
| Participant deferral / active EE | $9,412 | $5,291+77.9% | $4,728+99.1% | $6,400+47.1% |
| Admin fee / account holder | $1,168 | $7,489-84.4% | $6,410-81.8% | $11,426-89.8% |