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 | $197,284 | $133,958+47.3% | $112,228+75.8% | $134,475+46.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 1.32% | 47.11%-45.8pp | 27.45%-26.1pp | 417.96%-416.6pp |
| Employer contribution / active EE | $1,464 | $4,038-63.8% | $3,635-59.7% | $4,740-69.1% |
| Participant deferral / active EE | $3,611 | $5,291-31.7% | $4,728-23.6% | $6,400-43.6% |
| Admin fee / account holder | $4,171 | $7,489-44.3% | $6,410-34.9% | $11,426-63.5% |