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 | $158,501 | $86,286+83.7% | $111,297+42.4% | $85,850+84.6% |
| Participation rate | 68.3% | 73.3%-5.1pp | 77.3%-9.1pp | 69.3%-1.1pp |
| Annual return | 20.11% | 19.99%+0.1pp | 54.65%-34.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,397 | $2,043-31.6% | $2,731-48.8% | $2,565-45.5% |
| Participant deferral / active EE | $3,327 | $3,641-8.6% | $4,487-25.8% | $3,952-15.8% |
| Admin fee / account holder | $384 | $8,188-95.3% | $7,964-95.2% | $6,260-93.9% |