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 | $153,684 | $112,096+37.1% | $95,952+60.2% | $158,922-3.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 22.61% | 171.09%-148.5pp | 91.61%-69.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,533 | $3,198-52.1% | $2,541-39.7% | $4,761-67.8% |
| Participant deferral / active EE | $4,213 | $4,784-11.9% | $4,167+1.1% | $5,982-29.6% |
| Admin fee / account holder | $1,520 | $10,130-85.0% | $6,795-77.6% | $11,246-86.5% |