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 | $154,274 | $74,888+106.0% | $71,209+116.6% | $142,382+8.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,055 | $2,854-28.0% | $2,721-24.5% | $4,299-52.2% |
| Participant deferral / active EE | $2,654 | $4,454-40.4% | $4,175-36.4% | $6,507-59.2% |
| Admin fee / account holder | $2,929 | $5,568-47.4% | $5,349-45.2% | $12,624-76.8% |