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 | $169,462 | $126,519+33.9% | $106,201+59.6% | $145,959+16.1% |
| Participation rate | 68.8% | 77.7%-8.9pp | 75.3%-6.5pp | 80.3%-11.5pp |
| Annual return | 10.18% | 225.10%-214.9pp | 116.26%-106.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,836 | $3,726-50.7% | $3,170-42.1% | $4,661-60.6% |
| Participant deferral / active EE | $4,589 | $5,716-19.7% | $5,012-8.4% | $6,689-31.4% |
| Admin fee / account holder | $1,052 | $17,312-93.9% | $11,039-90.5% | $13,398-92.1% |