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 | $159,233 | $107,334+48.4% | $92,893+71.4% | $152,861+4.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 21.26% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,983 | $4,221-53.0% | $3,653-45.7% | $4,762-58.4% |
| Participant deferral / active EE | $4,290 | $4,845-11.4% | $4,236+1.3% | $5,850-26.7% |
| Admin fee / account holder | $25,079 | $7,079+254.3% | $5,794+332.9% | $11,596+116.3% |