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 | $156,451 | $226,064-30.8% | $182,532-14.3% | $152,861+2.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.4%-19.9pp |
| Annual return | 19.56% | 192.51%-172.9pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,071 | $4,978-78.5% | $4,076-73.7% | $4,762-77.5% |
| Participant deferral / active EE | $3,697 | $6,368-41.9% | $5,524-33.1% | $5,850-36.8% |
| Admin fee / account holder | $4,094 | $10,703-61.7% | $8,592-52.3% | $11,596-64.7% |