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 | $178,529 | $149,679+19.3% | $117,039+52.5% | $147,584+21.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 16.81% | 19.31%-2.5pp | 18.95%-2.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,623 | $4,937-67.1% | $3,785-57.1% | $4,876-66.7% |
| Participant deferral / active EE | $4,161 | $4,912-15.3% | $3,929+5.9% | $5,439-23.5% |
| Admin fee / account holder | $1,124 | $7,856-85.7% | $5,974-81.2% | $10,885-89.7% |