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 | $167,760 | $107,334+56.3% | $92,893+80.6% | $152,861+9.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 34.26% | 145.58%-111.3pp | 109.41%-75.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,724 | $4,221-59.2% | $3,653-52.8% | $4,762-63.8% |
| Participant deferral / active EE | $6,431 | $4,845+32.7% | $4,236+51.8% | $5,850+9.9% |
| Admin fee / account holder | $30,188 | $7,079+326.4% | $5,794+421.0% | $11,596+160.3% |