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 | $172,651 | $111,754+54.5% | $103,333+67.1% | $145,922+18.3% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 20.26% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,254 | $4,212-70.2% | $3,868-67.6% | $4,660-73.1% |
| Participant deferral / active EE | $2,113 | $5,619-62.4% | $5,057-58.2% | $6,688-68.4% |
| Admin fee / account holder | $9,491 | $9,750-2.7% | $8,355+13.6% | $13,397-29.2% |