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 | $175,293 | $112,096+56.4% | $95,952+82.7% | $158,922+10.3% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 7.50% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,319 | $3,198-58.8% | $2,541-48.1% | $4,761-72.3% |
| Participant deferral / active EE | $2,627 | $4,784-45.1% | $4,167-36.9% | $5,982-56.1% |
| Admin fee / account holder | $13,220 | $10,130+30.5% | $6,795+94.5% | $11,246+17.6% |