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 | $187,194 | $165,984+12.8% | $164,813+13.6% | $145,922+28.3% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 14.32% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,920 | $5,273-63.6% | $4,341-55.8% | $4,660-58.8% |
| Participant deferral / active EE | $4,449 | $6,959-36.1% | $6,031-26.2% | $6,688-33.5% |
| Admin fee / account holder | $481 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |