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 | $159,131 | $117,983+34.9% | $101,794+56.3% | $142,382+11.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 13.33% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,152 | $2,773-58.5% | $2,289-49.7% | $4,299-73.2% |
| Participant deferral / active EE | $3,224 | $4,714-31.6% | $4,084-21.1% | $6,507-50.5% |
| Admin fee / account holder | $880 | $10,433-91.6% | $8,777-90.0% | $12,624-93.0% |