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 | $163,634 | $111,814+46.3% | $93,654+74.7% | $145,959+12.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 8.53% | 203.30%-194.8pp | 133.34%-124.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,218 | $3,092-60.6% | $2,421-49.7% | $4,661-73.9% |
| Participant deferral / active EE | $4,792 | $4,914-2.5% | $4,413+8.6% | $6,689-28.4% |
| Admin fee / account holder | $609 | $10,246-94.1% | $8,282-92.7% | $13,398-95.5% |