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 | $152,695 | $226,064-32.5% | $182,532-16.3% | $152,861-0.1% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 17.67% | 192.51%-174.8pp | 148.54%-130.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,034 | $4,978-59.1% | $4,076-50.1% | $4,762-57.3% |
| Participant deferral / active EE | $4,073 | $6,368-36.0% | $5,524-26.3% | $5,850-30.4% |
| Admin fee / account holder | $5,162 | $10,703-51.8% | $8,592-39.9% | $11,596-55.5% |