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 | $126,574+33.9% | $106,213+59.5% | $145,922+16.1% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.5pp |
| Annual return | 10.18% | 224.79%-214.6pp | 116.14%-106.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,836 | $3,730-50.8% | $3,171-42.1% | $4,660-60.6% |
| Participant deferral / active EE | $4,589 | $5,724-19.8% | $5,016-8.5% | $6,688-31.4% |
| Admin fee / account holder | $1,052 | $17,304-93.9% | $11,033-90.5% | $13,397-92.1% |