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 | $144,185 | $117,983+22.2% | $101,794+41.6% | $142,382+1.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 12.71% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $783 | $2,773-71.8% | $2,289-65.8% | $4,299-81.8% |
| Participant deferral / active EE | $3,210 | $4,714-31.9% | $4,084-21.4% | $6,507-50.7% |
| Admin fee / account holder | $456 | $10,433-95.6% | $8,777-94.8% | $12,624-96.4% |