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 | $173,956 | $112,881+54.1% | $90,951+91.3% | $158,922+9.5% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 20.72% | 215.79%-195.1pp | 134.60%-113.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,329 | $2,893-19.5% | $2,122+9.8% | $4,761-51.1% |
| Participant deferral / active EE | $2,672 | $4,128-35.3% | $3,373-20.8% | $5,982-55.3% |
| Admin fee / account holder | $4,973 | $8,041-38.1% | $5,959-16.5% | $11,246-55.8% |