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 | $160,435 | $115,770+38.6% | $101,248+58.5% | $158,922+1.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.30% | 56.14%-34.8pp | 46.47%-25.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,982 | $4,175-52.5% | $3,660-45.8% | $4,761-58.4% |
| Participant deferral / active EE | $7,798 | $4,957+57.3% | $4,370+78.4% | $5,982+30.4% |
| Admin fee / account holder | $3,258 | $7,245-55.0% | $5,945-45.2% | $11,246-71.0% |