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 | $170,291 | $112,096+51.9% | $95,952+77.5% | $158,922+7.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 6.30% | 171.09%-164.8pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,472 | $3,198-54.0% | $2,541-42.1% | $4,761-69.1% |
| Participant deferral / active EE | $2,984 | $4,784-37.6% | $4,167-28.4% | $5,982-50.1% |
| Admin fee / account holder | $1,277 | $10,130-87.4% | $6,795-81.2% | $11,246-88.6% |