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 | $141,414 | $63,346+123.2% | $92,233+53.3% | $70,131+101.6% |
| Participation rate | 59.1% | 68.7%-9.6pp | 76.5%-17.4pp | 69.5%-10.5pp |
| Annual return | 19.58% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,304 | $2,471-47.2% | $3,679-64.5% | $2,342-44.3% |
| Participant deferral / active EE | $2,393 | $2,854-16.1% | $3,897-38.6% | $3,332-28.2% |
| Admin fee / account holder | $2,027 | $3,840-47.2% | $5,194-61.0% | $4,645-56.4% |