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 | $156,686 | $102,616+52.7% | $81,983+91.1% | $158,922-1.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 8.29% | 61.04%-52.8pp | 41.31%-33.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,390 | $3,240-57.1% | $2,498-44.4% | $4,761-70.8% |
| Participant deferral / active EE | $2,417 | $4,648-48.0% | $3,722-35.1% | $5,982-59.6% |
| Admin fee / account holder | $1,711 | $8,235-79.2% | $5,664-69.8% | $11,246-84.8% |