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 | $173,474 | $111,724+55.3% | $93,606+85.3% | $145,922+18.9% |
| Participation rate | 59.1% | 74.2%-15.1pp | 68.7%-9.6pp | 80.3%-21.2pp |
| Annual return | 21.21% | 202.98%-181.8pp | 133.20%-112.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,996 | $3,090-35.4% | $2,420-17.5% | $4,660-57.2% |
| Participant deferral / active EE | $5,218 | $4,912+6.2% | $4,411+18.3% | $6,688-22.0% |
| Admin fee / account holder | $11,944 | $10,250+16.5% | $8,285+44.2% | $13,397-10.8% |