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 | $171,853 | $114,381+50.2% | $107,525+59.8% | $142,382+20.7% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 22.31% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,443 | $4,015-64.1% | $3,754-61.6% | $4,299-66.4% |
| Participant deferral / active EE | $4,878 | $5,564-12.3% | $5,116-4.6% | $6,507-25.0% |
| Admin fee / account holder | $465 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |