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 | $157,411 | $106,515+47.8% | $96,683+62.8% | $139,434+12.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.07% | 38.43%-27.4pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,685 | $4,103-34.5% | $3,737-28.1% | $4,751-43.5% |
| Participant deferral / active EE | $12,074 | $5,454+121.4% | $4,878+147.5% | $6,710+79.9% |
| Admin fee / account holder | $1,946 | $7,877-75.3% | $6,730-71.1% | $11,403-82.9% |