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 | $214,997 | $162,781+32.1% | $133,956+60.5% | $158,922+35.3% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 11.80% | 41.94%-30.1pp | 45.09%-33.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,688 | $4,975-66.1% | $3,919-56.9% | $4,761-64.6% |
| Participant deferral / active EE | $5,529 | $5,911-6.5% | $5,048+9.5% | $5,982-7.6% |
| Admin fee / account holder | $14,077 | $11,736+19.9% | $8,927+57.7% | $11,246+25.2% |