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 | $175,857 | $100,773+74.5% | $88,946+97.7% | $142,382+23.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.14% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,232 | $2,918-57.8% | $2,555-51.8% | $4,299-71.3% |
| Participant deferral / active EE | $4,738 | $5,230-9.4% | $4,581+3.4% | $6,507-27.2% |
| Admin fee / account holder | $2,469 | $9,693-74.5% | $8,261-70.1% | $12,624-80.4% |