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 | $174,355 | $105,998+64.5% | $92,233+89.0% | $147,584+18.1% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 12.01% | 50.05%-38.0pp | 176.28%-164.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,547 | $4,333-64.3% | $3,679-57.9% | $4,876-68.3% |
| Participant deferral / active EE | $4,582 | $4,478+2.3% | $3,897+17.6% | $5,439-15.7% |
| Admin fee / account holder | $2,833 | $6,332-55.3% | $5,194-45.5% | $10,885-74.0% |