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 | $168,287 | $105,859+59.0% | $90,160+86.7% | $147,584+14.0% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 18.35% | 37.63%-19.3pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,686 | $4,126-59.1% | $3,318-49.2% | $4,876-65.4% |
| Participant deferral / active EE | $6,438 | $5,733+12.3% | $5,288+21.8% | $5,439+18.4% |
| Admin fee / account holder | $1,434 | $8,046-82.2% | $5,943-75.9% | $10,885-86.8% |