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 | $159,199 | $107,334+48.3% | $92,893+71.4% | $152,861+4.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 19.03% | 145.58%-126.5pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,049 | $4,221-75.1% | $3,653-71.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,793 | $4,845-21.7% | $4,236-10.5% | $5,850-35.2% |
| Admin fee / account holder | $1,320 | $7,079-81.4% | $5,794-77.2% | $11,596-88.6% |