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 | $150,702 | $127,386+18.3% | $115,037+31.0% | $125,391+20.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 3.52% | 31.28%-27.8pp | 26.14%-22.6pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,950 | $5,166-62.3% | $4,608-57.7% | $4,866-59.9% |
| Participant deferral / active EE | $4,528 | $6,423-29.5% | $6,026-24.9% | $5,352-15.4% |
| Admin fee / account holder | $354 | $9,516-96.3% | $8,175-95.7% | $9,540-96.3% |