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 | $151,397 | $106,515+42.1% | $96,683+56.6% | $139,434+8.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.42% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,720 | $4,103-33.7% | $3,737-27.2% | $4,751-42.7% |
| Participant deferral / active EE | $4,354 | $5,454-20.2% | $4,878-10.7% | $6,710-35.1% |
| Admin fee / account holder | $3,879 | $7,877-50.8% | $6,730-42.4% | $11,403-66.0% |