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 | $159,280 | $115,770+37.6% | $101,248+57.3% | $158,922+0.2% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 18.86% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,230 | $4,175-22.6% | $3,660-11.7% | $4,761-32.1% |
| Participant deferral / active EE | $1,400 | $4,957-71.8% | $4,370-68.0% | $5,982-76.6% |
| Admin fee / account holder | $919 | $7,245-87.3% | $5,945-84.5% | $11,246-91.8% |