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 | $171,652 | $105,859+62.2% | $90,160+90.4% | $147,584+16.3% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 24.39% | 37.63%-13.2pp | 34.88%-10.5pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,054 | $4,126-74.5% | $3,318-68.2% | $4,876-78.4% |
| Participant deferral / active EE | $3,207 | $5,733-44.1% | $5,288-39.3% | $5,439-41.0% |
| Admin fee / account holder | $1,171 | $8,046-85.4% | $5,943-80.3% | $10,885-89.2% |